Parkersburg, WV Gihon Village Office
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Wesbanco Securities, Inc.
Multi-team
Firm-wide stats for Wesbanco Securities, Inc.
About
WesBanco Securities, Inc. provides investment advisory services to a broad client base that includes individual investors, high‑net‑worth clients, trusts, estates, corporations and retirement plans through its Comprehensive Portfolio Management wrap‑fee program and third‑party managed programs. Services include customized financial planning and portfolio management delivered via non‑discretionary advisor‑managed wrap accounts as well as access to separately managed accounts, unified managed accounts and model portfolios.
The firm’s process emphasizes a tailored investment strategy based on the client’s objectives, risk tolerance and time horizon, using methods such as fundamental, technical and charting analysis alongside ongoing monitoring and rebalancing. For implementation and custody it relies on third‑party program sponsors (including BNY Mellon Advisors and SEI) that provide discretionary model management, reporting and execution while WSI’s financial consultants work with clients on strategy and trade decisions in non‑discretionary wrap accounts.
WSI’s structure is notable among peers: it is a subsidiary of a bank holding company and affiliated with a trust company, and it is also registered as a broker‑dealer and insurance agency, so its representatives are dually registered and may receive advisory compensation alongside brokerage, 12b‑1 and insurance commissions and referral fees. The firm primarily operates using asset‑based wrap fees rather than fixed‑fee arrangements and discloses potential conflicts tied to its clearing/custodial relationship with Pershing and referrals to affiliated trust and insurance services.
Based on Wesbanco Securities, Inc.
Expertise
Based on Wesbanco Securities, Inc.
Location
260 Gihon Village
Parkersburg WV 26101
Advisors at this office
3
Advisors at this office
Jason M
Series 66
Parkersburg, WV
Wesbanco Securities, Inc.
Jason Mc Farland is a financial advisor at WesBanco Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, utilizing various analytical methods and investment strategies within a primarily nondiscretionary framework.
Micah S
Series 66
Parkersburg, WV
Wesbanco Securities, Inc.
Micah Seen is a financial advisor at WesBanco Securities, Inc. in Parkersburg, WV, with six years of industry experience. He holds a Series 66 designation and has worked at various WesBanco entities since 2015. Prior to his financial career, he was employed at Taco Bell for seven years. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing a variety of analytical methods and investment strategies.
James C
Series 63, Series 65
Parkersburg, WV
Wesbanco Securities, Inc.
James Conner is a financial advisor at WesBanco Securities, Inc. in Sissonville, WV, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WesBanco entities since 2000. Outside of his advisory role, he participates as a guest speaker at various churches and is involved in ministry work on a part-time basis. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, utilizing a variety of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.
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