Jason
Wright

Commonwealth Financial Network

CRD#6172723
Investment Advisor
in Saint George, UT

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About this Advisor

Jason Wright is a financial advisor based in Saint George, Utah, working with Commonwealth Financial Network. Jason has previously held positions at Wyson Financial and Commonwealth Financial Network. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Jason is part of Commonwealth Financial Network, which operates out of Saint George, Utah. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

375 E Riverside Dr.
Saint George, UT 84790

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

UT Average: $16,012,751,954
Total Number of Employees

4,500

UT Average: 118
Total Number of Accounts

623,075

UT Average: 4,567
Average Account Size

$284,126

UT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Wright Work History

2019 - Present (5 years)

Commonwealth Financial Network

2019 - Present (5 years)

Wyson Financial

2013 - 2019 (6 years)

Wyson Financial

Disclosures

Please visit the SEC profile of Jason 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Joelle Spear
Framingham, MA
Kirk Tassell
Winter Park, FL
Lauren Hawekotte
Fullerton, CA
Shain Steffens
Andover, NJ
Richard Allred
Waltham, MA
Kelly Moise
Huntsville, AL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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