LPL Financial
47yrs
Top advisor by experience in Midlothian
18yrs
Isaac Wright has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Midlothian, Virginia. Isaac has been with J. W. Cole Advisors since 2019; before that, Isaac spent nine years at Global Financial Private Capital and two years at Redhawk Wealth Advisors. Isaac’s designations include CFP® and ChFC.
One of 236 advisors with offices in Midlothian, and one of 228 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office13537 Waterford Place, Midlothian, VA 23112
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$255,702
Advisors at the firm498
States licensed ?1 state
Services through J. W. Cole Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowJ. W. Cole Advisors, Inc.Current firm
- 2010 – 2019Global Financial Private Capital, Inc.Previously
- 2008 – 2010Redhawk Wealth Advisors, Inc.Previously
Questions to ask Isaac
Tailored to Isaac’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Isaac
How do I contact Isaac?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Isaac Wright. Isaac works from the Midlothian, VA office.
How long has Isaac been a financial advisor?
Isaac has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does Isaac hold?
Series 65. Tap any license on this page to see what it allows.
Is Isaac a fiduciary?
Isaac is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Isaac paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Isaac 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.
Other advisors nearby
Cetera Investment Advisers
45yrs
Top 1% by experience at Cetera Investment Advisers
Ameriprise Financial Services
44yrs
Top 1% by experience in Midlothian
James River Asset Management
44yrs
Top 1% by experience in Virginia
Cetera Investment Advisers
43yrs
Top 1% by experience at Cetera Investment Advisers
Colonial River Wealth Management
43yrs
Top advisor by experience at Colonial River Wealth Management