JW
JW
Jeffrey Wright
29 Years of Experience
1 DisclosureBroker
Jeffrey Wright is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$265K average
Assets Under Management
$561.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
328 Newman Springs Road, Red Bank, NJ, 07701
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Regulatory History (1)
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Customer Dispute
September 2024Settled
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
August 2012 - Present · 13 yrs 8 mos
Garden State Securities, INC.Broker
May 2010 - Present · 15 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2002 - May 2010 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2002 - May 2010 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - July 2001 · 3 yrs 2 mos
R.D. White & CO., INC.Broker
February 1997 - March 1998 · 1 yr 1 mo
Jw Charles Securities,inc.Broker
September 1995 - April 1996 · 7 mos
Gruntal & CO. IncorporatedBroker
January 1995 - September 1995 · 8 mos
State Registrations13 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.