Ameriprise Financial Services
47yrs
Top advisor by experience in Clarksville
8yrs
Jo Dee Wright
Financial advisor at Cetera Investment Advisers
Jo Dee Wright has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Clarksville, Tennessee. Jo has been with Cetera Investment Advisers since 2025. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 87 advisors with offices in Clarksville, and one of 76 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office201 Main Street, Clarksville, TN 37040
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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.
Career
- Jul 2025 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Jo
Tailored to Jo’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 Jo
How do I contact Jo?
Call Cetera Investment Advisers at 310-257-7880 and ask for Jo Dee Wright. Jo works from the Clarksville, TN office.
How long has Jo been a financial advisor?
Jo has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jo hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jo a fiduciary?
Jo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jo paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jo 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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