Jason
Wright
Commonwealth Financial Network
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Wright is a financial advisor working in Saint George, Utah, with 4 years of industry experience. Wright is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Wyson Financial and Commonwealth Financial Network. Wright has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Utah. Commonwealth Financial Network is a business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It has $146 billion in assets under management between its 585,629 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The company has a diverse range of services, such as 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. Fees for financial management are based on which services are offered. However, fee types charged by Commonwealth Financial Network most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Jason has been registered as a financial advisor for 4 years.*
Wyson Financial
Commonwealth Financial Network
Wyson Financial
*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 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
Salt Lake City, UT
San Diego, CA
East Syracuse, NY
San Diego, CA
Saint George, UT
Garden City, NY
Waltham, MA
Kennewick, WA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
