Citigroup Global Markets
38yrs
Top advisor by experience in Bronx
22yrs
Jennie Wright
Financial advisor at Merrill
Jennie Wright has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Bronx, New York. After three years at Banc of America Investment Services, Jennie joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 79 advisors with offices in Bronx, and one of 74 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 68% of advisors at Merrill
Office3508 Johnson Ave, Bronx, NY 10463
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
Questions to ask Jennie
Tailored to Jennie’s registration and firm.
- 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 Jennie
How do I contact Jennie?
Call Merrill at (800) 637-7455 and ask for Jennie Wright. Jennie works from the Bronx, NY office.
How long has Jennie been a financial advisor?
Jennie has been in the industry since 2004, about 22 years. More experience than 68% of advisors at Merrill.
What licenses does Jennie hold?
Series 66. Tap any license on this page to see what it allows.
Is Jennie a fiduciary?
Jennie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jennie paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jennie 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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