Jessica
Wright
Transamerica Financial Advisors, Inc
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About this Advisor
Jessica Wright is a financial advisor working in Mesa, Arizona who has 6 years of relevant experience. Wright is an advisor for Transamerica Financial Advisors, Inc. The advisor has gained experience at Twigs Bistro And Martini Bar, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Texas Roadhouse, Kendalls Brasserie - Patina Restaurant Group, Fogo De Chao, Lucky Strike Lanes, Tilted Kilt Pub And Eatery, Fleming Prime Steakhouse And Wine Bar, Square One Concepts-Cold Beers And Cheeseburgers, Student Optimum Services, Debtmerica and Disrupt Health Insurance. Wright maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, North Carolina and Texas. Transamerica Financial Advisors, Inc is a financial advisory firm operating out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 people on staff. It controls $2 billion in assets between its 59,659 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 59,659 accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services are provided. Fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jessica Wright Work History
Jessica has been registered as a financial advisor for 6 years.*
Disrupt Health Insurance
Student Optimum Services
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Square One Concepts-Cold Beers And Cheeseburgers
Debtmerica
Twigs Bistro And Martini Bar
Texas Roadhouse
Fleming Prime Steakhouse And Wine Bar
Kendalls Brasserie - Patina Restaurant Group
Fogo De Chao
Lucky Strike Lanes
Lucky Strike Lanes
Tilted Kilt Pub And Eatery
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Cincinnati, OH
San Carlos, CA
Irvine, CA
Woodland Hills, CA
Draper, UT
Englewood, CO
Pasadena, CA
Rancho Santa Margarita, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
