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Jordan D
Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Jordan Daskam is a financial consultant at Wedbush Securities Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2018. Prior to joining Wedbush, he held positions with the Puyallup School District and Starbucks. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management and institutional research.
Kevin Q
Series 63, Series 65
Radnor, PA
Wedbush Securities Inc.
Kevin Quinn is a financial advisor with Wedbush Securities Inc. holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wedbush Securities since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Quinn is part of the Bailey & Quinn Financial Consulting Group, a team within Wedbush Securities. 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 delivers tailored portfolio management strategies and supports both discretionary and non-discretionary accounts.
James C
Series 66
Greensboro, NC
Wedbush Securities Inc.
James Carlson is a financial advisor at Wedbush Securities Inc. in Greensboro, NC, holding a Series 66 designation with 26 years of industry experience. His career includes 15 years at UBS Financial Services and multiple roles at Morgan Stanley over a decade. He serves on the National Advisory Council for Southern Virginia University. Wedbush Securities provides a range of investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and capital markets solutions. The firm’s financial consultants tailor portfolio strategies to client objectives while Wedbush administers multiple managed account offerings and provides institutional research and trade execution services.
Ava D
Series 66
Newport Beach, CA
Wedbush Securities Inc.
Ava Dilger is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA. She holds a Series 66 designation and has been in the industry since 2022, including prior experience at Rosen Law Offices. 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 combines discretionary portfolio management with brokerage services and conducts due diligence on third-party managers.
Shannon L
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Shannon Loewenberg is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Her previous roles include positions at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. 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 alongside discretionary and non-discretionary portfolio management.
Danajette K
Series 66
Radnor, PA
Wedbush Securities Inc.
Danajette Kurtz is a financial advisor with Wedbush Securities Inc. in Radnor, PA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management, wealth management, and institutional research services.
Jared G
Series 66
Pasadena, CA
Wedbush Securities Inc.
Jared Goodman is a Series 66-licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, bringing 12 years of industry experience. Prior to joining Wedbush in 2025, he spent 12 years at McDonald Partners. Outside of his advisory role, he serves as president of Goodman Wealth Advisors and is involved in commercial real estate finance consulting. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.
Joseph R
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Joseph Rubinstein is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at UBS Financial Services from 1999 to 2004 before joining Wedbush Morgan Securities, where he has been since 2004. 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, including discretionary and non-discretionary portfolio management.
Robert S
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He previously worked at RBC Capital Markets from 1996 to 2003 before joining Wedbush in 2009. Outside of his advisory work, Skillestad is involved with several non-investment-related businesses including Future Genetics, Future Cross Genetics, Bulls Eye Ranch Meats, and Skillestad Land & Cattle, all based in Billings, Montana. Wedbush Securities provides both 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 an asset management group overseeing multiple investment platforms.
Venkata A
Series 66
Lexington, KY
Wedbush Securities Inc.
Venkata Alluri is a financial advisor at Wedbush Securities Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and operated his own firm, Arks Capital LLC. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and capital markets, with both discretionary and non-discretionary portfolio management.
Steven S
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Steven Schwary is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm’s offerings include wealth management, fixed income, commodities, securities lending, capital markets, and portfolio management tailored to client objectives and risk tolerances.
Evelyn P
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Evelyn Paul is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Wedbush Securities since 2008. Wedbush Securities provides investment advisory and broker‑dealer services to a range of clients, including individual, high-net-worth, and institutional investors. The firm offers wealth management, fixed income, commodities, securities lending, capital markets, and prime services, with portfolio management tailored to client objectives and risk tolerances.
Jonathan M
Series 66
Newport Beach, CA
Wedbush Securities Inc.
Jonathan Monaco is a financial advisor at Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Wedbush Securities in 2022, he worked at Shorecliffs Golf Club and has operated Coach Canine OC, a dog walking service, since 2017. Wedbush Securities 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 range of services such as portfolio management, fixed income, commodities, and institutional research, combining discretionary and non-discretionary strategies tailored to client objectives.
Robert F
Series 63
Pasadena, CA
Wedbush Securities Inc.
Robert Friedman is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously held positions at First Wall Street Corp. and Crowell, Weedon & Co. Outside of his advisory role, Friedman acts as a Medicare insurance agent with UnitedHealthcare. 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, and capital markets services, along with discretionary and non-discretionary portfolio management tailored to client objectives and risk profiles.
Michael B
Series 63, Series 65
Orangevale, CA
Wedbush Securities Inc.
Michael Batt is a financial advisor with Wedbush Securities Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work history includes positions at Wedbush Morgan Securities, A. G. Edwards & Sons, Inc., and Merrill. 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 tolerance.
Taranjit K
Series 63, Series 66
San Diego, CA
Wedbush Securities Inc.
Taranjit Khamba is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at LPL Financial and JP Morgan Chase Bank, N.A. Wedbush Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering a broad range of advisory and broker-dealer services across various asset classes and portfolio management strategies.
Harrison G
Series 66
Pasadena, CA
Wedbush Securities Inc.
Harrison Gulla is a financial advisor with Wedbush Securities Inc. based in Pasadena, CA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Wedbush Securities in 2022, Harrison worked in various roles including at Sotheby's International Realty and The Points Guy. 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, and capital markets, with portfolio management tailored to client objectives and risk tolerances.
Dreux M
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Dreux McNairy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 62 years of industry experience. He has been with Wedbush Securities since 1988. McNairy also serves as Senior Vice President of The McNairy Group, a DBA for Wedbush Securities. 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 both discretionary and non-discretionary portfolio management.
Marina M
Series 66
New York, NY
Wedbush Securities Inc.
Marina Milner is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. Her prior employment includes roles at Nick's Del Mar, Copa Health, and John Cabot University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.
James B
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
James Biller is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes prior roles at Citigroup Global Markets, Citicorp Investment Services, and M.L. Stern & Co., LLC. Outside of his advisory work, he is involved with Biller Asset Management and is a partner in Pitney Ridge 578 LLC, an entity holding land for camping and hunting. 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 supports both discretionary and non-discretionary portfolio management and operates with capabilities in custodial, clearing, and prime services.
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