Jason Wright, CFP®
Partner & Financial Advisor
Jason is a Partner and Financial Advisor at Wyson Financial, where he has been part of the firm since 2013. He works with individuals and families to navigate the decisions that come with building wealth, preparing for retirement, and creating a financial plan around the life they want to live.
In addition to working directly with clients, Jason plays an integral role in the day-to-day leadership of Wyson Financial. He focuses on the people, technology, and processes behind the client experience, helping ensure that financial strategies don’t simply stop at recommendations, but are thoughtfully implemented and carried through.
Before joining Wyson Financial, Jason worked in banking operations with Citigroup and in business management. He earned a bachelor’s degree from Brigham Young University and an MBA from Arizona State University.
Designations & Registrations
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- FINRA Series 7, 63, and 65 securities registrations
- Life Insurance License
Away from the Office
Away from the office, Jason’s favorite place to be is with his family. With three boys, that often means he’s coaching one of their sports teams, cheering from the sidelines, or finding their next adventure together.
The Wright family loves being outdoors and on the water. During the summer, you’ll often find them at one of Southern Utah’s lakes, frequently before most people are awake. Jason’s wife competes in wakesurfing at the international level, which has helped earn the family their reputation as “die-hard boaters.”
Jason and his family also love to travel, experience new places and cultures, and give their boys the opportunity to see more of the world together.