J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
25yrs
Barbara Wright is a fiduciary financial advisor in San Francisco, California, with 25 years in the industry. Barbara joined VAN Strum & Towne in 2020, a firm offering financial planning and investment management. Barbara holds the CFA designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors in San Francisco
Office733 Front Street Suite 110, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$4.39 million
Advisors at the firm3
States licensed ?1 state
Services through VAN Strum & Towne
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowVAN Strum & Towne Inc.Current firm
Questions to ask Barbara
Tailored to Barbara’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Barbara
How do I contact Barbara?
Call VAN Strum & Towne at (415) 981-3455 and ask for Barbara Wright. Barbara works from the San Francisco, CA office.
How long has Barbara been a financial advisor?
Barbara has been in the industry since 2001, about 25 years. More experience than 73% of advisors in San Francisco.
What licenses does Barbara hold?
Series 65. Tap any license on this page to see what it allows.
Is Barbara a fiduciary?
Barbara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barbara paid?
VAN Strum & Towne reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Barbara 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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