Mason James Wright
Financial advisor at Stifel, Nicolaus &
At a glance
Services through Stifel, Nicolaus &
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask Mason
Tailored to Mason’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
About Mason
How do I contact Mason?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Mason James Wright. Mason works from the Redding, CA office.
How long has Mason been a financial advisor?
Mason has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Mason hold?
Series 66. Tap any license on this page to see what it allows.
Is Mason a fiduciary?
Mason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mason paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mason 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.