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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

Jacob Andrew Wright

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mount Pleasant, SC

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Search this name across graphsid dfx:ria:c047f341-cd7d-fe32-ed4c-64fa1eb33450

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 8, 2009 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 17, 2013
First registration: Sep 8, 2009
Dual registered: yes, broker-dealer
Other names: JACOB WRIGHT
IAPD individual key: 5688692

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 12, 2023	n/a	yes	Mount Pleasant, SC	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 18, 2020	Jul 12, 2023	no	MT. PLEASANT, SC	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Feb 17, 2021	no	DALLAS, TX\|CHARLOTTE, NC\|MT. PLEASANT, SC\|RICHMOND, VA\|DALLAS, TX\|MT. PLEASANT, SC	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 18, 2013	Jan 2, 2018	no	CHARLOTTE, NC\|DURHAM, NC\|GASTONIA, NC\|DALLAS, TX	Previous registration
EDWARD JONES	National bd RIA	Sep 8, 2009	Sep 22, 2009	no	ST LOUIS, MO	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
TRUIST ADVISORY SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 12, 2023	Jul 12, 2023	0	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Nov 18, 2020	-91	Bulk transfer	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
EDWARD JONES	BB&T INVESTMENT SERVICES, INC.	Sep 22, 2009	Sep 18, 2013	1,457	Firm change after gap	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283390:149018:SC:2023-07-12	Jul 12, 2023	Jul 12, 2023	MT PLEASANT, SC	Firm change

Relationships

Registered with (5)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Jul 12, 2023 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 18, 2020 to Jul 12, 2023factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 18, 2013 to Jan 2, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 8, 2009 to Sep 22, 2009factForm ADV

Dated events

Occurred
Jul 12, 2023
Advisor changed firm
Jacob Andrew Wright left Truist Advisory Services, Inc. for Raymond James Financial Services Advisors, Inc (registered 2023-07-12)
Form ADVobserved 5 days ago