Apollon Wealth Management
45yrs
Top advisor by experience in Mount Pleasant
17yrs
Jacob Wright
Full name on record: Jacob Andrew Wright
Financial advisor at Raymond James Financial Services Advisors
Based in Mount Pleasant, South Carolina, Jacob Wright is a fiduciary financial advisor with 17 years of industry experience. Jacob joined Raymond James Financial Services Advisors in 2023, after three years at Truist Advisory Services and three years at BB&t Securities. Raymond James Financial Services 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 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 56% of advisors in South Carolina
Office534 Johnnie Dodds Blvd Suite 300, Mount Pleasant, SC 29464
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- 2023 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2020 – 2023Truist Advisory Services, Inc.Previously
- 2018 – 2021BB&t Securities, LLCPreviously
- 2013 – 2018BB&t Investment Services, Inc.Previously
- Sep 2009 – Sep 2009Edward JonesPreviously
Contact Jacob
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Jacob. 534 Johnnie Dodds Blvd Suite 300Mount Pleasant, SC 29464Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Jacob
Tailored to Jacob’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 Jacob
How do I contact Jacob?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Jacob Wright. Jacob works from the Mount Pleasant, SC office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2009, about 17 years. More experience than 56% of advisors in South Carolina.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Raymond James Financial Services 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 Jacob 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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