UBS Financial Services
47yrs
Top 1% by experience in Louisville
3yrs
Jeffrey Wright
Financial advisor at PNC Wealth Management
Jeffrey Wright has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Louisville, Kentucky. After a year at Edward Jones, Jeffrey joined PNC Wealth Management in 2025, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3001 South Preston Street, Louisville, KY 40217
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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
- Jul 2025 – nowPNC Wealth Management LLCCurrent firm
- Jan 2024 – Jul 2025Edward JonesPreviously
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffrey
How do I contact Jeffrey?
Call PNC Wealth Management at (800) 762-6111 and ask for Jeffrey Wright. Jeffrey works from the Louisville, KY office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jeffrey hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Jeffrey 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.
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