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RIA / WealthAdvisorCertified Financial Planner24 years in industry

JOCELYN DIANA WRIGHT

Advisor at ASCENSION LEGACY PARTNERS, INC.

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:ad316fef-a78b-e188-58f6-ab470de581b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Sep 20, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASCENSION LEGACY PARTNERS, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 26, 2002
First registration: Sep 20, 2002
Dual registered: no
IAPD individual key: 2485742

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASCENSION LEGACY PARTNERS, INC.	State registered	Jan 29, 2026	n/a	yes	PHILADELPHIA, PA	Current employment
PF WEALTH MANAGEMENT GROUP, LLC	State registered	Mar 19, 2021	Dec 31, 2025	no	OAKLAND, CA	Previous registration
ASCENSION INVESTMENT ADVISORS	n/a	Jan 3, 2011	Jan 9, 2022	no	PHILADELPHIA, PA\|JENKINTOWN, PA\|Jenkintown, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Mar 2, 2009	Aug 7, 2009	no	NEWTOWN SQUARE, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 23, 2007	Jan 16, 2009	no	HOUSTON, TN\|HOUSTON, TX\|HOUSTON, TX	Previous registration
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	State registered	Jan 1, 2006	Oct 1, 2007	no	HOUSTON, TX	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Oct 31, 2002	May 24, 2007	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	State registered	Sep 20, 2002	Dec 31, 2005	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PF WEALTH MANAGEMENT GROUP, LLC	ASCENSION LEGACY PARTNERS, INC.	Dec 31, 2025	Jan 29, 2026	29	Firm change	Other
ASCENSION INVESTMENT ADVISORS	PF WEALTH MANAGEMENT GROUP, LLC	Jan 9, 2022	Mar 19, 2021	-296	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	ASCENSION INVESTMENT ADVISORS	Aug 7, 2009	Jan 3, 2011	514	Firm change after gap	Other
LPL FINANCIAL LLC	NEW ENGLAND SECURITIES CORPORATION	Jan 16, 2009	Mar 2, 2009	45	Firm change	Other
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	LPL FINANCIAL LLC	Oct 1, 2007	May 23, 2007	-131	Firm change after gap	Other
1717 CAPITAL MANAGEMENT COMPANY	WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	May 24, 2007	Jan 1, 2006	-508	Firm change after gap	Other
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.	1717 CAPITAL MANAGEMENT COMPANY	Dec 31, 2005	Oct 31, 2002	-1,157	Firm change after gap	Other

Relationships

Registered with (7)

→ ASCENSION LEGACY PARTNERS, INC.Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ PF WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Mar 19, 2021 to Dec 31, 2025factForm ADV
→ ASCENSION INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Jan 9, 2022factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 2, 2009 to Aug 7, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 23, 2007 to Jan 16, 2009factForm ADV
→ WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.Registered adviserregistration: previous registration
Jan 1, 2006 to Oct 1, 2007factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Oct 31, 2002 to May 24, 2007factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Jocelyn Diana Wright left Pf Wealth Management Group, Llc for Ascension Legacy Partners, Inc. (registered 2026-01-29)
Form ADVobserved 4 days ago
Occurred
Jan 9, 2022
Advisor changed firm
Jocelyn Diana Wright left Ascension Investment Advisors for Pf Wealth Management Group, Llc (registered 2021-03-19)
Form ADVobserved 4 days ago