Jeffrey Allen Wright
Investment adviser representative at Teamwork Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Teamwork Financial Advisors, LLCAug 2023 to now
- MML Strategic Distributors, LLCMay 2021 to now
- Mass MutualMar 2021 to May 2023
- Symetra Securities, Inc.Sep 2013 to Mar 2021
- Symetra Investment Services, Inc.Nov 2012 to Mar 2021
- SymetraMar 2012 to Mar 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (TX).
Teamwork Financial Advisors, LLC
$1BAssets managed
2,485Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2515933
- Firm CRD
- 165237