Summer Nichole Wright

Advisor at Edward Jones — Hobbs, NM 3401 N Grimes

Updated today

Credentials

Series 66

Experience

11 years

Location

Hobbs, NM 88240

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,120 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Summer Wright is a financial advisor with Edward Jones in Hobbs, New Mexico, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Wright serves as Vice President on the University of the Southwest Foundation Board. Edward Jones is a full-service wealth management firm that serves a diverse client base including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retirement income strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Hobbs, NM 3401 N Grimes

3401 N Grimes Ste 300

Hobbs NM 88240

Advisors at this office

2

Most active in

New Mexico · Texas

Work history

11 years of industry experience

Edward Jones

2014 - Present • 12 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kristina R

Series 63, Series 65

Hobbs, NM

Robinson Wealth and Financial Planning

Kristina Robinson is a financial advisor with Robinson Wealth and Financial Planning in Hobbs, NM. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to founding her firm, she worked at Primerica and has a background that includes roles outside the financial industry. She is also a licensed insurance agent. Robinson Wealth and Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a diversified investment approach incorporating fundamental analysis, modern portfolio theory, and technical methods, offering a range of securities and insurance products with a focus on documented client objectives and risk tolerances.

Wealth management Annuities College savings (529s, UTMA, etc.)
user avatar

Davis W

Series 66

Hobbs, NM

Edward Jones

Davis Wright is a financial advisor with Edward Jones in Hobbs, NM, holding a Series 66 designation and has eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and The James Polk Stone Community Bank. Outside of advising, he is the owner and managing member of Four K Properties, LLC, a real estate business in Lovington, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kimberly O

Series 63, Series 65

Hobbs, NM

Edward Jones

Kimberly Ortega is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was employed at Wells Fargo Clearing and Wells Fargo Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Luanne N

Series 66

Hobbs, NM

Edward Jones

Luanne North is a Series 66 licensed financial advisor with Edward Jones in Hobbs, NM, having 25 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory work, she serves as Vice President of WHI of Hobbs, where she participates in board meetings and supports a weekend hunger program for local school children. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Phillip C

Series 66

Hobbs, NM

Cambridge Investment Research Advisors

Phillip Carrell Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, and previously worked at Securities America Advisors. In addition to his advisory role, he is involved in selling and placing insurance products through national companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning and investment management through various platform arrangements and provides access to both proprietary and third-party model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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