Seattle, WA Office

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.

Jerry Yoon is a financial advisor with Wedbush Securities Inc. in Seattle, WA. He holds Series 63, Series 65, and Series 66 licenses and has five years of industry experience. Prior to Wedbush, he worked at BNP Paribas, Deutsche Bank, and Citigroup. 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 and capital markets services, including discretionary and non-discretionary portfolio management and institutional research.

Robert Senseney is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience across various roles, including part-time positions at SAIL Sand Point and service at Alta Ski Area and Frito-Lay. Outside of his advisory role, he is the owner and operator of KSP LLC in Seattle, managing residential real estate holdings. 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 tailored to client objectives and risk tolerances.

Alec Mc Keefry is a financial advisor at Wedbush Securities Inc. with four years of industry experience. He holds a Series 66 designation and has held prior roles at Massmutual Northwest, Suncadia Resort, and Gonzaga University. Alec operates Nautics Wealth Management as a DBA for his securities business through 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 solutions including discretionary portfolio management, institutional research, and securities lending.

Scott Smallman is a financial advisor at Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 designations with 44 years of industry experience. His prior experience includes positions at Wedbush Morgan Securities, UBS Financial Services, and Piper Sandler & Co. Outside of finance, he is active as a soccer referee with the East King County Soccer Referees Association and Arbiter Sports. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including portfolio management, wealth management, fixed income, commodities, and capital markets solutions.

Meaghan Mckenzie is a financial advisor at Wedbush Securities Inc. in Seattle, WA, with 34 years of industry experience. She has worked at Wedbush Morgan Securities since 2003 and previously at RBC Capital Markets from 1997 to 2003. 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.

Angelina Funtanilla is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she contributes poetry online through AllGear Digital. 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 supported by discretionary and non-discretionary portfolio management.

Randy Greene is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding a Series 66 designation and 44 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2009 and has been with Wedbush Morgan Securities since 2009. Outside of his role at Wedbush, Greene is Vice President of Investments at Nautics Wealth Management, a securities business based in Seattle. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm offers a range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk tolerances.

Gene Wong is a financial advisor at Wedbush Securities Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Morgan Securities since 2009, following prior roles at UBS Financial Services and Piper Sandler & Co. 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, along with discretionary and non-discretionary portfolio management tailored to client objectives.

Christopher Boesche is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has worked at Wedbush Securities since 2009, with prior roles at UBS Financial Services and Piper Sandler & Co. 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.

Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. since 2004. She previously worked at Wells Fargo Clearing for five years. Outside of her advisory role, Ms. Patterson is the sole proprietor of a property management business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm’s financial consultants tailor portfolio strategies to client objectives and risk tolerances while supporting SMA, MMA, UMA, and IMA offerings.

Graham Johnson is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Equitable Advisors LLC and several short-term positions in various organizations. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm offers tailored portfolio management strategies and a variety of institutional research and clearing services.

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.