DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Douglas Wright
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jeffrey Wright
At current firm
4 y
since Apr 28, 2022
In the industry
19 y
since Sep 22, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Apr 28, 2022 · San Antonio, Tx
- Victory Capital Management Inc. asset managerMar 17, 2021 to Mar 28, 2022 · San Antonio, Tx
- Edelman Financial Engines independent RIAJul 11, 2019 to Mar 8, 2021 · San Antonio, Tx
- Frost Investment Advisors, LLC asset managerSep 12, 2017 to May 15, 2018 · San Antonio, Tx
- Russell Investments asset managerDec 3, 2008 to Feb 8, 2012 · Dallas, Tn
- Lord, Abbett & Co. LLC asset managerSep 25, 2006 to Nov 28, 2008 · Jersey City, Nj
Moves
a registration end followed by a registration begin elsewhere
- Victory Capital Management Inc. to Morgan Stanleyleft Mar 28, 2022, registered Apr 28, 2022 (31 days) · Other
- Edelman Financial Engines to Victory Capital Management Inc.left Mar 8, 2021, registered Mar 17, 2021 (9 days) · Other
- Frost Investment Advisors, LLC to Edelman Financial Enginesleft May 15, 2018, registered Jul 11, 2019 (422 days) · Other
- Russell Investments to Frost Investment Advisors, LLCleft Feb 8, 2012, registered Sep 12, 2017 (2043 days) · Other
- Lord, Abbett & Co. LLC to Russell Investmentsleft Nov 28, 2008, registered Dec 3, 2008 (5 days) · Other
Signals
- Jeffrey Douglas Wright left Victory Capital Management Inc. for Morgan Stanley (registered 2022-04-28)Mar 28, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address