UBS Financial Services
47yrs
Top 1% by experience in Louisville
26yrs
James Wright
Full name on record: James E Wright Jr
Financial advisor at Money Concepts Advisory Service
James Wright has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Louisville, Kentucky. James joined Money Concepts Advisory Service in 2002, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 24% by experience in Kentucky
Office331 Townepark Circle Suite 101, Louisville, KY 40243
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther 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 66Uniform Combined State Law Examination
Career
- 2002 – nowMoney Concepts Capital CorpCurrent firm
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?
- 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
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About James
How do I contact James?
Call Money Concepts Advisory Service at 561-472-2000 and ask for James Wright. James works from the Louisville, KY office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 26 years. Top 24% by experience in Kentucky.
What licenses does James hold?
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?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. 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.
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