John Bernard Wright
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
17 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 yearsFirm in business
Are you John Bernard Wright? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2024 to now
- Wells Fargo Clearing Services, LLCApr 2020 to Sep 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2020
- Morgan Stanley Smith BarneyJun 2009 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 4480662
- Firm CRD
- 793