UBS Financial Services
47yrs
Top advisor by experience in Pasadena
29yrs
Based in Pasadena, California, James Wright is a fiduciary financial advisor with 29 years of industry experience. James has been with Merrill since 2003. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 18% by experience at Merrill
Office800 E Colorado Blvd, Pasadena, CA 91101
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Career
- 2003 – nowMerrillCurrent firm
Contact James
(800) 637-7455Firm headquarters in New York, NY. Ask for James. 800 E Colorado BlvdPasadena, CA 91101Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 James
How do I contact James?
Call Merrill at (800) 637-7455 and ask for James Wright. James works from the Pasadena, CA office.
How long has James been a financial advisor?
James has been in the industry since 1998, about 29 years. Top 18% by experience at Merrill.
What licenses does James hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Pasadena
Morgan Stanley
47yrs
Sean Kennally
Financial advisor
55 South Lake Avenue Pasadena Towers - Tower II Suite 700
Pasadena, CA 91101
Pasadena, CA 91101
Top 1% by experience in Pasadena
Wedbush Securities
46yrs
Top 1% by experience in Pasadena
Wedbush Securities
46yrs
Top 1% by experience in Pasadena
Morgan Stanley
46yrs
Alan Whitman
Financial advisor
55 South Lake Avenue Pasadena Towers - Tower II Suite 700
Pasadena, CA 91101
Pasadena, CA 91101
Top 1% by experience in California