Jocelyn D. Wright

Jocelyn D. Wright

Managing Partner

Phone: (215) 554-3451
Fax: (866) 400-5612
E-mail:
 

Jocelyn D. Wright is the Founder and Managing Partner of Ascension Wealth Management LLC (“Ascension”). As an advisor she partners with her clients to design a personalized holistic strategy to help them reach their financial goals. Jocelyn has over fifteen years of financial services experience. She holds the CERTIFIED FINANCIAL PLANNER™ designation; is qualified as a FINRA Series 7 General Securities Representative and Life & Health representative; and has passed the NASAA Series 63 Uniform Securities Agent State Law Examination and NASAA Series 65 Uniform Investment Adviser Law Examination. 

Prior to forming Ascension, Jocelyn was a financial advisor affiliated with First Genesis Financial Group in the Greater Philadelphia area, Miles Wealth Management, LLC and Wealth Development Strategies, LP in Houston, TX. In addition, she was an Equity Research Analyst in the Global Asset Management Group at JPMorganChase and a Research Assistant at Nomura Securities, Inc. Jocelyn graduated with honors from Howard University with an MBA in Finance and received a BS in Business Administration (Finance) from the University of Delaware.

Jocelyn is passionate about educating the community and enjoys speaking at conferences and conducting seminars on economic empowerment, debt reduction and investing. She has presented to such groups as Consumer Credit Counseling Service, Delta Sigma Theta Sorority, Inc., Houston Independent School District, National Black MBA Association and Texas Southern University. Jocelyn is a member of Delta Sigma Theta Sorority, Inc. and National Black MBA Association. She has been quoted in Black Enterprise Magazine.