Osaic Wealth
42yrs
Top advisor by experience in Mitchell
21yrs
Based in Mitchell, South Dakota, Jesse Wright is a fiduciary financial advisor with 21 years of industry experience. Jesse joined Stifel, Nicolaus & Company in 2020, after seven years at Wells Fargo Advisors and four years at TD Ameritrade. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 24 advisors with offices in Mitchell, and one of 24 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 67% of advisors in South Dakota
Office2605 N. Main, Mitchell, SD 57301
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2020 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2013 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2013TD Ameritrade, Inc.Previously
- 2006 – 2013TD Ameritrade Investment Management, LLCPreviously
Contact Jesse
Local office(605) 996-8440Ask for Jesse. (314) 342-2000Main office · St. Louis, MO 2605 N. MainMitchell, SD 57301Office · Get directions
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Questions to ask Jesse
Tailored to Jesse’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 Jesse
How do I contact Jesse?
Call Jesse’s local office at (605) 996-8440 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Jesse Wright.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2006, about 21 years. More experience than 67% of advisors in South Dakota.
What licenses does Jesse hold?
Series 66. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jesse 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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