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John Charles Wright

Investment adviser representative at Brookwood Investment Group
11 yearsExperience
1 stateRegistered in
$1.3BFirm 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 assetsHourlyFixed or flat fee

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

11 years in the industry.

  1. Brookwood Investment GroupMar 2025 to now
  2. Redwood Private Wealth LLCAug 2022 to now
  3. Perimeter Innovations LLCFeb 2022 to Feb 2023
  4. Woodbury Financial Services IncMay 2020 to Mar 2022
  5. Mother's Window TintSep 2015 to Feb 2022

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Brookwood Investment Group

Legal name: Brookwood Investment Group LLC

$1.3BAssets managed
3,506Clients
68Advisers
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
7223045
Firm CRD
316544
Advisor's SEC record (opens in a new tab)
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