John
Wright

Marsjewett Financial Group

CRD#7238917
Investment Advisor
in Bellevue, WA

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About this Advisor

John Wright is a certified financial planner operating in Bellevue, Washington who has 1 year of relevant experience. Wright is an advisor for Marsjewett Financial Group. Over the course of their career, Wright has held roles at Marsjewett Financial Group, The Ymca Of Greater Seattle, Summit At Snoqualmie, Chief Kanim Middle School, Mount Si Highschool and Central Washington University. Wright is able to work in Washington. Marsjewett Financial Group is a registered investment business that has its headquarters in Bellevue, WA. It controls $531 million in assets under management among its 1,751 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,751 client accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. Marsjewett Financial Group performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services are provided. Fee types charged by Marsjewett Financial Group most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11235 Se 6Th Street Suite 110
Bellevue, WA 98004

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Marsjewett Financial Group Brokerage Details

Total Assets Under Management

$530,721,331

WA Average: $3,566,627,242
Total Number of Employees

13

WA Average: 46
Total Number of Accounts

1,751

WA Average: 1,499
Average Account Size

$303,096

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Wright Work History

John has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Marsjewett Financial Group

2020 - 2021 (1 year)

Marsjewett Financial Group

2017 - 2019 (2 years)

Central Washington University

2016 - 2020 (4 years)

The Ymca Of Greater Seattle

2014 - 2015 (1 year)

Summit At Snoqualmie

2013 - 2017 (4 years)

Mount Si Highschool

2012 - 2013 (1 year)

Chief Kanim Middle School

*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 John 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 Marsjewett Financial Group

Glenn Mars
Bellevue, WA
Scott Jewett
Bellevue, WA
Brian Mars
Bellevue, WA
John Wright
Bellevue, WA
Lucas Baker
Bellevue, WA
Elizabeth Sowle
Bellevue, 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.

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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.

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