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Advisors / South Carolina / West Union
9yrs

Adam Wright

Full name on record: Adam Joel Wright

Financial advisor at Edward Jones

Adam Wright is a fiduciary financial advisor in West Union, South Carolina, with 9 years in the industry. Adam joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.

West Union, SC 29696Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office164 Scenic Plaza Dr, West Union, SC 29696
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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. 2017 – now
    Edward JonesCurrent firm

Contact Adam

Local office(864) 619-1763Ask for Adam. (314) 515-2000Main office · St. Louis, MO 164 Scenic Plaza Dr
West Union, SC 29696Office · Get directions

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Questions to ask Adam

Tailored to Adam’s registration and firm.

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

My notes and scorecard

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About Adam

How do I contact Adam?

Call Adam’s local office at (864) 619-1763 or the Edward Jones main office at (314) 515-2000, and ask for Adam Wright.

How long has Adam been a financial advisor?

Adam has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Adam hold?

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

Is Adam a fiduciary?

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

How is Adam paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Adam 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.