About John P Wright
John P. Wright works with and assists fiduciaries of various Foundations, Endowments, Trust Accounts, Corporate Cash Management Plans, Corporations, Corporate and Qualified Plans as well as High Net Worth individuals. John began his career in 1982 and earned his CFA® (Chartered Financial Analyst®) designation from the Institute of Chartered Financial Analysts in 1995, his CFP® (CERTIFIED FINANCIAL PLANNERTM) designation from the College of Financial Planning in 1986, and the CRPS® (CHARTERED RETIREMENT PLANS SPECIALISTSM) designation in 2007 from the College of Financial Planning. John is a member of the Omaha/Lincoln Financial Analyst Society as well as a FINRA Arbitrator. Within Morgan Stanley, John is a Family Wealth Director, Portfolio Management Director and a Senior Institutional Consultant.
Since 1986 John has presented many seminars on retirement and investment planning to public and private audiences in addition to having published articles in the Journal of Financial Planning. He currently holds FINRA Series 3 (Commodities), Series 5 (Debt Options), Series 7 (NYSE General Securities), Series 9 & 10 (General Sales Supervisor/NYSE Branch Office Manager), Series 63 (Uniform State Exam), Series 65 (Investment Advisor Representative) and Series 86 (Investment Research) licenses.
John has an experienced, working knowledge of the portfolio management process, from determining investor constraints and objectives, capital market expectations and asset allocation decisions to portfolio management and performance measurement. He has a thorough understanding of performance standards and techniques and understands the administration of ethical and professional standards.
Securities Agent: KS, NY, ME, OH, AR, NE, IL, IA, CO, CA, NM, IN, FL, SD, OK, MI, AZ, TX; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures