AE Wealth Management
44yrs
Top advisor by experience in Coldwater
21yrs
Jason Wright has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Coldwater, Michigan. Jason joined Edward Jones in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Jason holds the CFP® designation.
One of 12 advisors with offices in Coldwater, and one of 12 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 19% by experience at Edward Jones
Office327 West Chicago Street, Coldwater, MI 49036
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowEdward JonesCurrent firm
Contact Jason
Local office(517) 279-1938Ask for Jason. (314) 515-2000Main office · St. Louis, MO 327 West Chicago StreetColdwater, MI 49036Office · Get directions
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Questions to ask Jason
Tailored to Jason’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 Jason
How do I contact Jason?
Call Jason’s local office at (517) 279-1938 or the Edward Jones main office at (314) 515-2000, and ask for Jason Wright.
How long has Jason been a financial advisor?
Jason has been in the industry since 2005, about 21 years. Top 19% by experience at Edward Jones.
What licenses does Jason hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jason 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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