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Advisors / Georgia / Clayton
38yrs

Jerry Wright

Financial advisor at LPL Financial

Jerry Wright is a fiduciary financial advisor in Clayton, Georgia, with 38 years in the industry. Jerry joined LPL Financial in 2003, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 6 advisors with offices in Clayton, and one of 6 fiduciaries.

Clayton, GA 30525Top advisor by experience in ClaytonFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience38 years (since 1988)
How that compares ?Top advisor by experience in Clayton
Office50 Earl Street, Clayton, GA 30525
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2003 – now
    LPL Financial LLCCurrent firm

Questions to ask Jerry

Tailored to Jerry’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jerry

How do I contact Jerry?

Call LPL Financial at (704) 733-3300 and ask for Jerry Wright. Jerry works from the Clayton, GA office.

How long has Jerry been a financial advisor?

Jerry has been in the industry since 1988, about 38 years. Top advisor by experience in Clayton.

What licenses does Jerry hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jerry a fiduciary?

Jerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jerry paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jerry for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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