Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
18yrs
Based in San Jose, California, Thomas Wright is a fiduciary financial advisor with 18 years of industry experience. Thomas joined Wells Fargo Advisors in 2011, after three years at Wells Fargo Investments. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office50 W Fernando St. 15th Floor, Suite 1500 [Lake/Nh-Rbo], San Jose, CA 95113
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2008 – 2011Wells Fargo Investments, LLCPreviously
Questions to ask Thomas
Tailored to Thomas’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 Thomas
How do I contact Thomas?
Call Wells Fargo Advisors at 314-875-3000 and ask for Thomas Wright. Thomas works from the San Jose, CA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2008, about 18 years. More experience than 57% of advisors nationwide.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas 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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