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Detailed Report
JEFFREY DAVID WRIGHT
CRD#: 4348439
IA
Investment Adviser
B
Broker
MUTUAL ADVISORS, LLCCRD#: 167658 1297 Flynn Road
Suite 280
Camarillo, CA 93012
MUTUAL SECURITIES, INC.CRD#: 13092 Carpinteria, CA
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2018 - Present (6 years)BLPL FINANCIAL LLC (CRD# 6413)2006 - 2018 (11 years)BEDWARD JONES (CRD# 250)2004 - 2004 (<1 year)BPROEQUITIES, INC. (CRD# 15708)2003 - 2003 (<1 year)IALPL FINANCIAL LLC (CRD# 6413)2007 - 2018 (10 years)
License(s)

State Registrations

B
California 6/4/2018
IA
California 6/4/2018

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
MUTUAL SECURITIES, INC. (CRD#:13092)
Carpinteria, CA
Registered with this firm since 6/4/2018
IA
MUTUAL ADVISORS, LLC (CRD#:167658)
1297 Flynn Road Suite 280, Camarillo, CA 93012
Carpinteria, CA
Registered with this firm since 6/4/2018
Previous Registration(s)
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IA
 12/06/2007 - 06/08/2018 LPL FINANCIAL LLC (CRD#:6413) CAMARILLO, CA
B
 07/24/2006 - 06/08/2018 LPL FINANCIAL LLC (CRD#:6413) CAMARILLO, CA
B
 07/13/2004 - 07/28/2004 EDWARD JONES (CRD#:250) ST. LOUIS, MO
B
 06/16/2003 - 06/26/2003 PROEQUITIES, INC. (CRD#:15708) BIRMINGHAM, AL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.