Thomas Jordan Wright
Investment adviser representative at Broadway Wealth Solutions
10 yearsExperience
2 statesRegistered in
$308.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Broadway Wealth SolutionsApr 2019 to now
- Broadway Wealth SolutionMar 2019 to now
- USAA Financial Advisors, Inc.Aug 2016 to Mar 2019
- USAA Investment Management CompanyAug 2016 to Jun 2018
- Outback SteakhouseAug 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Broadway Wealth Solutions
Legal name: Broadway Wealth Solutions, Inc.
$308.1MAssets managed
906Clients
11Advisers
4 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
- 6697873
- Firm CRD
- 291753