Jeffrey Wright

Financial advisor at PNC Wealth Management

Last updated 2026-10-10

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Jeffrey Wright is a financial advisor at PNC Wealth Management, CRD 7823545. Licenses and exams on the registration: Series 66. IAPD registration began 2024-01-24.

Registration

CRD number
7823545
Registration status
Active
IAPD registration
2024-01-24
Industry Experience
2 years
Work Experience
12 years
States registered
KY

Licenses and exams

  • Series 66

Work history

  • 2023-11 to 2025-06 · Edward Jones · St. Louis, MO
  • 2023-07 to 2023-10 · Unemployed · Louisville, KY
  • 2022-07 to 2023-07 · Korn Ferry · Louisville, KY
  • 2019-07 to 2022-07 · Russell Tobin · Louisville, KY
  • 2014-05 to 2019-06 · Saxon Global (formerly Click It Staffing) · Louisville, KY
  • 2025-07 to Present · PNC Investments, LLC · Louisville, KY

Current employment

SEC IAPD record for Jeffrey Wright

PNC Wealth Management

Regulatory AUM
$30,273,072,662
Registered advisors
1,167
Offices
1,633
Clients per advisor
140.6 (High)
Average AUM per client
$184.5K (Low)
High-net-worth client ratio
1.9% (Low)

PNC Wealth Management: advisors, services and reported ETF investments

About

Jeffrey Wright is a financial advisor at PNC Wealth Management LLC, operating as PNC Wealth Management. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history.

PNC Wealth Management's firm-level Form ADV reports 1,167 advisors across 1,633 offices; approximately 140.6 clients per advisor, average assets per client of $184,474, and regulatory AUM of $30.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by PNC Wealth Management on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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