Advantage Financial Consultants
40yrs
Top advisor by experience in Camarillo
24yrs
Based in Camarillo, California, Jeffrey Wright is a fiduciary financial advisor with 24 years of industry experience. Jeffrey has been with Mutual Advisors since 2018; before that, Jeffrey spent 11 years at LPL Financial. Mutual Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 94 advisors with offices in Camarillo, and one of 80 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office1297 Flynn Road Suite 280, Camarillo, CA 93012
FirmMutual Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$916,008
Advisors at the firm153
States licensed ?1 state
Services through Mutual Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2018 – nowMutual Advisors, LLCCurrent firm
- 2007 – 2018LPL Financial LLCPreviously
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- 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?
- 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
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About Jeffrey
How do I contact Jeffrey?
Call Mutual Advisors at (307) 439-6357 and ask for Jeffrey Wright. Jeffrey works from the Camarillo, CA office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2003, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Jeffrey hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Mutual Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey 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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