Advisors at this firm
Mark K
Series 63, Series 65
Radnor, PA
Wedbush Securities Inc.
Mark Kaskey is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Kaskey also operates MJB Wealth Management Group as a marketing name for his securities business at Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions.
David H
Series 63, Series 66
San Diego, CA
Wedbush Securities Inc.
David Hirons is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Wedbush in 2018, he worked at RBC Capital Markets from 2014 to 2018. Outside of his advisory role, he works as an independent contractor and retail marketing consultant. 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 operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements, and provides clearing, custodial, and prime services tied to commodities and derivatives.
Thomas P
Series 63
Anchorage, AK
Wedbush Securities Inc.
Thomas Packer is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska. He holds a Series 63 designation and has 37 years of industry experience, having worked with Wedbush Morgan Securities Inc. since 1988. 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, combining broker-dealer, capital markets, custody, clearing, and prime services across multiple asset classes.
Patrick L
Series 63
Modesto, CA
Wedbush Securities Inc.
Patrick Lettice is a financial advisor with Wedbush Securities Inc. in Modesto, CA, holding a Series 63 designation and over 41 years of industry experience. He has worked at Wedbush Securities since 2013 and concurrently with Vulcan Securities LLC since 2002. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, custody, clearing, and prime services with a range of managed account and commission-based solutions.
Dwayne M
Series 63, Series 65, Series 66
Honolulu, HI
Wedbush Securities Inc.
Dwayne Maki is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Bank of America, Merrill, CUSO Financial Services, and Hawaiiusa Federal Credit Union. Outside of finance, he works as a freelance service technician for a body contouring machine. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.
Cole P
Series 66
Denver, CO
Wedbush Securities Inc.
Cole Petersen is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Edward Jones and Brokers Guild, among others. 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 combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed account and commission-based arrangements.
Jonathan N
Series 66
Newport Beach, CA
Wedbush Securities Inc.
Jonathan Norberg is a financial advisor at Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. He previously worked at Standard Investment Chartered from 2012 to 2017 before joining Wedbush Securities, where he has been since 2017. 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, and capital markets. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.
Lawrence B
Series 63
Tarzana, CA
Wedbush Securities Inc.
Lawrence Brown is a financial advisor with Wedbush Securities Inc. in Tarzana, CA, holding a Series 63 designation and 43 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. The firm provides a range of managed account solutions and combines broker-dealer, capital markets, clearing, and prime services, including commodities and derivatives activities.
Michael K
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2013 to 2019. He is also president of MK Wealth Management LLC, a related investment business. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining capital markets, clearing, and prime services with managed account solutions.
Kevin J
Series 63, Series 65
Lake Oswego, OR
Wedbush Securities Inc.
Kevin Jordan is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years with Wedbush. Outside of his advisory role, he is the owner of an investment-related LLC that manages rental properties. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custody, and prime services with managed account solutions.
Collin M
Series 63, Series 65
Denver, CO
Wedbush Securities Inc.
Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. in Denver, CO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Charles Schwab and McKenzie & Snyder LLP. 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 managed account solutions. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting commodities and derivatives activities.
Andrew E
Series 63
Pasadena, CA
Wedbush Securities Inc.
Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 license and bringing 31 years of industry experience. He has worked at Wedbush Morgan Securities Inc. since 2007 and Brookstreet Securities since 1999. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.
William B
Series 63
Radnor, PA
Wedbush Securities Inc.
William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He holds a Series 63 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard is also associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and 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 a range of managed account solutions alongside commission-based brokerage arrangements.
Jacqueline C
Series 66
Pasadena, CA
Wedbush Securities Inc.
Jacqueline Cortez is a financial advisor at Wedbush Securities Inc. with eight years of industry experience. She holds a Series 66 designation and has been with Wedbush Securities since 2016. Prior to joining Wedbush, she worked at CSUDH for two years. Outside of her advisory role, she works part-time as a real estate agent with Berkshire Hathaway Home Services. 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 wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account solutions, clearing and custodial services, and operates prime services tied to commodities and derivatives.
Charles H
Series 63, Series 65
Placentia, CA
Wedbush Securities Inc.
Charles Hilliard II is a financial advisor with Wedbush Securities Inc. in Placentia, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes multiple tenures at Wedbush Securities since 2017, as well as a period at Kestra Investment Services, LLC from 2015 to 2017. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates managed account programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services with a notable integration of broker-dealer, commodities, and prime services.