Morgan Stanley
45yrs
Top advisor by experience in Montgomery
19yrs
Jeffrey Wright
Financial advisor at Cambridge Investment Research Advisors
Jeffrey Wright has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Montgomery, Alabama. Jeffrey has been with Cambridge Investment Research Advisors since 2017; before that, Jeffrey spent four years at Berthel Fisher & Company Financial Services and a year at ESI Financial Advisors. Cambridge Investment Research 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 190 advisors with offices in Montgomery, and one of 160 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors nationwide
Office4137 Carmichael Rd. Suite. 300, Montgomery, AL 36106
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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
- 2017 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2013 – 2017
- Apr 2012 – Aug 2013Equity Services, Inc.Previously
- Jan 2011 – Dec 2011Voya Financial Advisors, Inc.Previously
- Dec 2009 – Jan 2011Voya Financial Partners, LLCPreviously
- May 2009 – Dec 2009Equity Services, Inc.Previously
- Nov 2007 – Feb 2009MerrillPreviously
Contact Jeffrey
4137 Carmichael Rd. Suite. 300Montgomery, AL 36106Office · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research Advisors
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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 Cambridge Investment Research Advisors at (641) 472-5100 and ask for Jeffrey Wright. Jeffrey works from the Montgomery, AL office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2007, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Jeffrey hold?
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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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