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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 51 years of industry experience. His prior firms include Ameriprise, Morgan Keegan & Company, LLC, and Wells Fargo Clearing. He serves as a director on the board of the Ted Nash Long Life Foundation, a private foundation in Waco, TX. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and institutional research, with customized portfolio management and operational capabilities such as custodial, clearing, and prime services.
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, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at J.P. Morgan Securities and has been with Wedbush in various capacities since 2017. Wedbush Securities Inc. provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers discretionary and non-discretionary portfolio management alongside research and prime broker services.
Jesus S
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Jesus Sunga is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Wedbush Securities since 2013 and previously spent five years at Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and other financial services. The firm manages discretionary and non-discretionary portfolios and supports SMA, MMA, UMA, and IMA offerings.
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. Prior to joining Wedbush in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Architectural Review Committee for the Del Mar Country Club Estates Homeowners Association. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.
Nathan L
Series 66
Newport Beach, CA
Wedbush Securities Inc.
Nathan Lefton is a financial consultant at Wedbush Securities Inc. with a Series 66 license and four years of industry experience. Prior to joining Wedbush in 2022, he held positions at the University of California, Santa Barbara, Churned Creamery, Blaze Pizza, and Northwood High School. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a broad range of wealth management, fixed income, commodities, and capital markets solutions tailored to client objectives and risk tolerances.
Christopher M
Series 63, Series 65
Anchorage, AK
Wedbush Securities Inc.
Christopher Myers is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wedbush Morgan Securities Inc. since 1997. Wedbush Securities offers investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutional investors, with offerings spanning wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary portfolio management along with institutional research and prime services.
Thomas K
Series 66
Pasadena, CA
Wedbush Securities Inc.
Thomas Kang is a Series 66 licensed financial consultant with Wedbush Securities Inc. in Pasadena, CA. He has 10 years of industry experience, all with Wedbush since 2015. Wedbush Securities Inc. offers investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides a broad range of services such as wealth management, fixed income, commodities, capital markets, and prime services, administering customized portfolio strategies through various managed account programs.
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 previously worked at UBS Financial Services from 2014 to 2019. Outside of his advisory role, Kelleher is involved in several real estate ventures, including ownership and management of commercial and residential properties, and serves on the Finance Committee of The University Club in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management solutions, including discretionary and non-discretionary portfolio management, and conducts due diligence on third-party managers through its asset management group.
Marc M
Series 63, Series 65
Tiburon, CA
Wedbush Securities Inc.
Marc Miller is a financial advisor at Wedbush Securities Inc. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he serves as CEO and CFO of Marin Executive Suites Inc. and is a finance officer for the Civil Air Patrol, a nonprofit organization involved in emergency services and disaster relief. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk profiles.
Max S
CFA®, Series 66
Pasadena, CA
Wedbush Securities Inc.
Max Seeget is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding the CFA® designation and Series 66 license. He has 10 years of industry experience and has been with Wedbush Securities since 2014. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.
Bradley T
Series 63, Series 65
Carlsbad, CA
Wedbush Securities Inc.
Bradley Titus is a financial advisor with Wedbush Securities Inc. in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wedbush Securities since 2009 in various roles. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports both discretionary and non-discretionary portfolio management and offers custody, clearing, and prime services.
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 has previously worked at Stifel Nicolaus & Co. Inc. and Janney Montgomery Scott. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers Wealth Management, Fixed Income, Commodities, Securities Lending, Capital Markets, and Prime Services, supporting both discretionary and non-discretionary portfolio management.
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 designations and accumulating 33 years of industry experience. His career includes long tenures at Crowell, Weedon & Co. and D.A. Davidson & Co. before joining Wedbush Securities. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, covering a broad range of solutions such as wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary portfolio management, alongside custodial, clearing, and prime services.
Jeffrey S
Series 66
Newport Beach, CA
Wedbush Securities Inc.
Jeffrey Smits is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Stifel, and Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base including individuals, high-net-worth clients, and institutions, offering a range of wealth management, fixed income, commodities, and capital markets services.
Donna F
Series 63, Series 66
Modesto, CA
Wedbush Securities Inc.
Donna Fredrickson is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Wedbush Securities since 2015. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services alongside both discretionary and non-discretionary portfolio management.
James K
Series 63
Pasadena, CA
Wedbush Securities Inc.
James Kennally is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation with 37 years of industry experience. He has been with Wedbush Morgan Securities since 2002. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of sectors including wealth management, fixed income, and capital markets. The firm offers tailored portfolio management strategies and provides custodial, clearing, and prime services.
Jack B
Series 66
Pasadena, CA
Wedbush Securities Inc.
Jack Balestrieri is a financial advisor at Wedbush Securities Inc. with two years of industry experience. His prior roles include positions at First Trust Portfolios L.P. and First Trust Advisors L.P. He holds the Series 66 designation. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm also delivers portfolio management strategies tailored to client objectives and risk tolerances, along with custodial, clearing, and prime services.
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