THE Blakeley Group
47yrs
Top advisor by experience in Santa Clara
24yrs
Jamel Evan Wright
Financial advisor at Primerica Advisors
At a glance
Experience24 years (since 2002)
How that compares ?Top 24% by experience in Santa Clara
Office3350 Scott Blvd Building 12-01, Santa Clara, CA 95054
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowPFS Investments Inc.Current firm
- Apr 2023 – Mar 2024Transamerica Financial Advisors, LLCPreviously
- Jan 2022 – Nov 2022PFS Investments Inc.Previously
- Dec 2020 – Dec 2021PFS Investments Inc.Previously
- May 2019 – Dec 2019PFS Investments Inc.Previously
- Jun 2018 – Feb 2019Transamerica Financial Advisors, LLCPreviously
- Jun 2017 – Dec 2017Transamerica Financial Advisors, LLCPreviously
- Nov 2016 – May 2017PFS Investments Inc.Previously
Earlier career (1 more)
- Dec 2013 – Nov 2014Citigroup Global Markets Inc.Previously
Questions to ask Jamel
Tailored to Jamel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Jamel
How do I contact Jamel?
Call Primerica Advisors at 833-786-0550 and ask for Jamel Evan Wright. Jamel works from the Santa Clara, CA office.
How long has Jamel been a financial advisor?
Jamel has been in the industry since 2002, about 24 years. Top 24% by experience in Santa Clara.
What licenses does Jamel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jamel a fiduciary?
Jamel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jamel paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jamel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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