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James C

Series 66

Dallas, TX

Wedbush Securities Inc.

James Conway is a financial advisor at Wedbush Securities Inc. in Dallas, TX, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, BNY Mellon Securities Corp, BNY Mellon, and Edward Jones. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers tailored portfolio management strategies and supports SMA, MMA, UMA, and IMA offerings along with institutional research and trade execution services.

Wealth management Founder/Business Owner Executive
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Jodi L

Series 63, Series 65

Dallas, TX

Wedbush Securities Inc.

Jodi Lutz is a financial advisor with Wedbush Securities Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns and manages Pine Dunes Resort & Golf Club, where she is involved in annual meetings and approves purchases and marketing plans. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of asset classes and strategies, including discretionary and non-discretionary portfolio management, institutional research, and prime services.

Wealth management Founder/Business Owner Executive
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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.

Wealth management Founder/Business Owner Executive
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