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John W

Series 63, Series 65

Dallas, TX

Wedbush Securities Inc.

John Wilkinson is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Wedbush Securities since 2010. Outside of his advisory role, Wilkinson serves as a director of the Ted Nash Long Life Foundation, a private foundation based in Waco, TX. 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 structures. The firm combines broker-dealer, capital markets, custody, and clearing services, with particular activity in commodities and derivatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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John B

CFA®, Series 63, Series 66

San Francisco, CA

Wedbush Securities Inc.

John Bruno Jr. is a CFA® charterholder with 13 years of industry experience. He is currently with Wedbush Securities Inc. and Wedbush & Co., LLC, having previously worked at J.P. Morgan Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a combination of brokerage and SEC-registered investment advisory services, with capabilities spanning wealth management, fixed income, commodities, and capital markets, supported by extensive clearing, custodial, and prime services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jesus S

Series 63, Series 66

Pasadena, CA

Wedbush Securities Inc.

Jesus Sunga is a financial advisor at Wedbush Securities Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Wedbush Securities since 2013. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Timothy C

Series 66

San Diego, CA

Wedbush Securities Inc.

Timothy Canty is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm provides a range of managed account solutions, clearing and custodial services, and operates capital markets and prime services businesses with approximately $5.68 billion in regulatory assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Nathan L

Series 66

Newport Beach, CA

Wedbush Securities Inc.

Nathan Lefton is a financial advisor at Wedbush Securities Inc. with a Series 66 designation and three years of industry experience. Prior to joining Wedbush in 2022, he worked at the University of California - Santa Barbara and held roles in the food service industry. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines brokerage and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher M

Series 63, Series 65

Anchorage, AK

Wedbush Securities Inc.

Christopher Myers is a financial advisor at Wedbush Securities Inc. in Anchorage, Alaska, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1997. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions, custody and clearing services, and operates capital markets and prime services businesses with approximately $5.68 billion in regulatory assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Thomas K

Series 66

Pasadena, CA

Wedbush Securities Inc.

Thomas Kang is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He has been with Wedbush Securities since 2015 and holds the Series 66 designation. 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 wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew K

Series 63, Series 66

Seattle, WA

Wedbush Securities Inc.

Matthew Kelleher is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 46 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services for five years. Outside of his advisory role, Kelleher is involved in several real estate investment ventures and serves on the Finance Committee of The University Club in Seattle. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering a range of brokerage and SEC-registered investment advisory services that include wealth management, fixed income, commodities, securities lending, and capital markets. The firm also provides custodial, clearing, and prime services alongside managed account and commission-based brokerage programs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Marc M

Series 63, Series 65

Tiburon, CA

Wedbush Securities Inc.

Marc Miller is a financial advisor with Wedbush Securities Inc. in Tiburon, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wedbush Securities since 2021 and concurrently at Western International Securities, Inc. since 2013. Outside of his advisory role, Miller serves as CEO and CFO of Marin Executive Suites Inc., a private property management company, and acts as Squadron Finance Officer for the Civil Air Patrol, a nonprofit focused on emergency services and disaster relief. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, and prime services, with approximately $5.68 billion in regulatory assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Max S

CFA®, Series 66

Pasadena, CA

Wedbush Securities Inc.

Max Seeget is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Wedbush Securities Inc. since 2014. Wedbush Securities serves individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Bradley T

Series 65, Series 63

Carlsbad, CA

Wedbush Securities Inc.

Bradley Titus is a financial advisor with Wedbush Securities Inc. in Carlsbad, CA, holding Series 65 and Series 63 licenses and bringing 43 years of industry experience. He has worked at Wedbush Securities since 2009. 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 wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account and brokerage solutions and operates clearing, custodial, and prime services tied to commodities and derivatives activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David S

Series 63, Series 65

New York, NY

Wedbush Securities Inc.

David Sweeney is a financial advisor at Wedbush Securities Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wedbush Securities in 2020. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and investment advisory services, combining capital markets, custody, clearing, and prime services with managed account solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Terence W

Series 63, Series 66

Pasadena, CA

Wedbush Securities Inc.

Terence Welsh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior experience includes roles at Wedbush Securities dating back to 2017 and at D.A. Davidson & Co. from 2015 to 2017. Wedbush Securities serves a diverse range of clients, including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in assets, and provides a mix of managed account solutions alongside commission-based brokerage and capital markets services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jeffrey S

Series 66

Newport Beach, CA

Wedbush Securities Inc.

Jeffrey Smits is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. Prior to joining Wedbush Securities in 2023, he worked at Edward Jones from 2016 to 2023. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Donna F

Series 66, Series 63

Modesto, CA

Wedbush Securities Inc.

Donna Fredrickson is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding Series 66 and Series 63 credentials and bringing 25 years of industry experience. She has been with Wedbush Securities since 2015. Wedbush Securities serves a diverse clientele including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a combination of brokerage and SEC-registered investment advisory services, encompassing wealth management, fixed income, commodities, and capital markets, with approximately $5.68 billion in regulatory assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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James K

Series 63

Pasadena, CA

Wedbush Securities Inc.

James Kennally is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2002. 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. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions and commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jack B

Series 66

Pasadena, CA

Wedbush Securities Inc.

Jack Balestrieri is a Series 66 licensed advisor at Wedbush Securities Inc. with two years of industry experience. Prior to joining Wedbush, he worked at First Trust Portfolios L.P. and First Trust Advisors L.P. He also has experience outside the financial sector, including a role at Caddie Now. Wedbush Securities serves a diverse client base, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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