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Tai N
Series 66
Dallas, TX
Wedbush Securities Inc.
Tai Newman is a financial advisor with Wedbush Securities Inc. based in Dallas, TX. He holds a Series 66 designation and has been with Wedbush Securities since 2023. Prior to entering the financial industry, Tai spent several years in full-time education and worked at Defender Outdoors. 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.
Jodi L
Series 63, Series 65
Dallas, TX
Wedbush Securities Inc.
Jodi Lutz is a financial advisor at Wedbush Securities Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wedbush Securities since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and oversees operations for Pine Dunes Lodge, a lodging facility for golfers in Frankston, TX, and is involved with a golf course business, Pine Dunes Resorts & Golf Club. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets, operating multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.
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.
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