ChooseAFinancialAdvisor.com
Advisors / California / Redding
5yrs

Mason James Wright

Financial advisor at Stifel, Nicolaus &

Redding, CA 96001CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
Office2701 Park Marina Drive 2nd Floor, Redding, CA 96001
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states

Services through Stifel, Nicolaus &

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. 2022 – now
    Stifel, Nicolaus & Company, IncorporatedCurrent firm

Questions to ask Mason

Tailored to Mason’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

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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