James Clay Wright

Financial advisor at Lpl Enterprise, LLC · Lake Oswego, OR

Last updated 2026-10-10

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James Clay Wright is a financial advisor at Lpl Enterprise, LLC in Lake Oswego, OR, CRD 4974645. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2006-12-18.

Registration

CRD number
4974645
Registration status
Active
IAPD registration
2006-12-18
Industry Experience
19 years
Work Experience
10 years
States registered
OR, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2016-04 to 2024-11 · Pruco Securities, Llc. · Lake Oswego, OR
  • 2016-04 to Present · Prudential Insurance Company of America · Lake Oswego, OR
  • 2024-11 to Present · Lpl Enterprise, LLC · Lake Oswego, OR

Current employment

SEC IAPD record for James Clay Wright

Lpl Enterprise, LLC

Regulatory AUM
$24,939,385,373
Registered advisors
3,117
Offices
1,496
Clients per advisor
32.9 (Low)
Average AUM per client
$243.2K (Low)
High-net-worth client ratio
22.3% (Moderate)

Lpl Enterprise, LLC: advisors, services and reported ETF investments

About

James Clay Wright is a financial advisor at Lpl Enterprise, LLC in Lake Oswego, OR. Reported securities licenses include Series 63 and Series 66. The latest record indicates 19 years of industry experience and 10 years of reported work history.

Lpl Enterprise, LLC's firm-level Form ADV reports 3,117 advisors across 1,496 offices; approximately 32.9 clients per advisor, average assets per client of $243,162, and regulatory AUM of $24.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Educational Seminars or Workshops, and Other Advisory Service.

What this firm offers

Filed by Lpl Enterprise, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency

Location

4550 Kruse Way Plz., Lake Oswego, OR 97035

15 advisors at this office.

Lpl Enterprise office in Lake Oswego, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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