Edward Zubow
Advisor at Onward Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Onward Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 63, Series 65
Industry experience
33 years
Edward Zubow is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wedbush Securities since 2004. Outside of his advisory role, he is a partner and trumpet player in a band called Shallow Water Music LLC and owns EZ Money BBQ, LLC, a business selling barbecue spices. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.
Based on Onward Advisors LLC
Flat fees for financial planning and consulting services ranging from $500 to $100,000.
Up to 2.00% annually (maximum annual fee charged will not exceed 2.00%)
Representatives receive commissions for sale of securities and investment products including trail fees; conflicts disclosed.
Maximum hourly fee of $250 for financial planning and consulting services.
Account minimum: $100,000
225 S. Lake Ave Penthouse
Pasadena, CA 91101
Arizona · California
Onward Advisors
2025 - Present (1 year)
Wedbush Securities
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Other specialized services
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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