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Jay Wright, Financial Advisor

FINANCIAL ADVISOR
Jay Wright

CFP®
327 West Chicago Street, Coldwater, MI 49036opens in a new window
Referrals Only
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

About Jay

I was raised in Southeastern Michigan. After graduating from James Madison University in Virginia, I worked for three years for the Federal Government as a financial analyst in Washington D.C. In 2005, I began my career with Edward Jones as a financial advisor in Coldwater. What drew me to Edward Jones was two-fold. First, the firm's one-on-one relationship approach in today's complex marketplace. And second, the resources our company has access to is second to none.

In addition to my role as an Edward Jones financial advisor, I have served the firm in various leadership positions, including field trainer, mentor, visiting...

Work History

  • Edward JonesJuly 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • James Madison UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Reading
  • Personal Fitness
  • Golfing
  • Traveling

Team Members

  • Donna Hines
    Associate Financial Advisor
    AAMS™
  • Sandy Sexton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(517) 279-1938

Fax

(877) 240-0398

Office Address

327 West Chicago Street
Coldwater, MI 49036opens in a new window

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