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Jill Renee Wright

Financial advisor at Equitable Advisors

Jill Renee Wright is a fiduciary financial advisor in Carmel, Indiana, registered since Apr 2026. Jill joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.

Carmel, IN 46290Fiduciary advisor

At a glance

ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office10201 N. Illinois Street Suite #300, Carmel, IN 46290
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state

Services through Equitable Advisors

Financial planningInvestment management for individuals and small businessesInvestment 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

  1. Apr 2026 – now

Questions to ask Jill

Tailored to Jill’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jill

How do I contact Jill?

Call Equitable Advisors at 212-314-4600 and ask for Jill Renee Wright. Jill works from the Carmel, IN office.

How long has Jill been a financial advisor?

Jill is new to the profession, registered since Apr 2026, and holds 1 license.

What licenses does Jill hold?

Series 66. Tap any license on this page to see what it allows.

Is Jill a fiduciary?

Jill is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jill paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jill for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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