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Detailed Report
JAMEL EVAN WRIGHT
JAMEL EVAN WRIGHT SR
CRD#: 4587494
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 3350 SCOTT BLVD
BLDG 12-01
SANTA CLARA, CA 95054
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2016 - 2017 (<1 year)2 FIRMS2017 - 2017 (<1 year)2 FIRMS2018 - 2019 (<1 year)2 FIRMS2019 - 2019 (<1 year)2 FIRMS2020 - 2021 (1 year)2 FIRMS2022 - 2022 (<1 year)2 FIRMS2023 - 2024 (<1 year)2 FIRMS2024 - Present (<1 year)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2007 - 2014 (7 years)BCITICORP INVESTMENT SERVICES (CRD# 23988)2003 - 2007 (3 years)BPFS INVESTMENTS INC. (CRD# 10111)2003 - 2003 (<1 year)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2013 - 2014 (<1 year)
License(s)

State Registrations

B
California 4/30/2024
IA
California 5/10/2024

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)
IA
PRIMERICA ADVISORS (CRD#:10111)
3350 SCOTT BLVD BLDG 12-01, SANTA CLARA, CA 95054
Registered with this firm since 5/10/2024
B
PFS INVESTMENTS INC. (CRD#:10111)
3350 SCOTT BLVD BLDG 12-01, SANTA CLARA, CA 95054
Registered with this firm since 4/30/2024
Previous Registration(s)
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IA
 04/12/2023 - 03/14/2024 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) ALVISO, CA
B
 04/12/2023 - 03/14/2024 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) ALVISO, CA
IA
 01/15/2022 - 11/01/2022 PRIMERICA ADVISORS (CRD#:10111) SANTA CLARA, CA
B
 01/15/2022 - 11/01/2022 PFS INVESTMENTS INC. (CRD#:10111) SANTA CLARA, CA
IA
 12/16/2020 - 12/31/2021 PRIMERICA ADVISORS (CRD#:10111) SANTA CLARA, CA
B
 10/15/2020 - 12/31/2021 PFS INVESTMENTS INC. (CRD#:10111) SANTA CLARA, CA
IA
 05/17/2019 - 12/31/2019 PRIMERICA ADVISORS (CRD#:10111) PALO ALTO, CA
B
 04/30/2019 - 12/31/2019 PFS INVESTMENTS INC. (CRD#:10111) PALO ALTO, CA
IA
 06/13/2018 - 02/11/2019 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) SAN JOSE, CA
B
 06/13/2018 - 02/11/2019 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) SAN JOSE, CA
IA
 06/19/2017 - 12/31/2017 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) ALVISO, CA
B
 06/19/2017 - 12/31/2017 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) ALVISO, CA
IA
 11/01/2016 - 05/02/2017 PRIMERICA ADVISORS (CRD#:10111) SPRINGFIELD, VA
B
 10/27/2016 - 05/02/2017 PFS INVESTMENTS INC. (CRD#:10111) SPRINGFIELD, VA
IA
 12/11/2013 - 11/13/2014 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) PALO ALTO, CA
B
 05/29/2007 - 11/13/2014 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) PALO ALTO, CA
B
 11/11/2003 - 05/29/2007 CITICORP INVESTMENT SERVICES (CRD#:23988) SAN JOSE, CA
B
 01/02/2003 - 11/14/2003 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
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.