John
Knoth

Wedbush Securities Inc

CRD#869097
Investment Advisor
in San Diego, CA
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About this Advisor

John Knoth is an investment advisor whose office is in San Diego, California. Currently an advisor at Wedbush Securities Inc, Knoth has 11 years of professional experience in the financial advisory industry. Knoth holds a Series 63 license, designating them as a securities broker. Knoth is registered to serve investors based out of California. Knoth has gained experience at Morgan Stanley & Co., Inc and Wedbush Securities Inc. Wedbush Securities Inc is headquartered in San Diego, California, and operates out of 46 additional locations in the United States. Overall, Wedbush Securities Inc oversees $2 billion in assets throughout 5,106 accounts and employs more than 800 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 4,164 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Wedbush Securities Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

655 W. Broadway Ste 1450
San Diego, CA 92101

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$2,105,082,651

CA Average: $7,578,581,321
Total Number of Employees

800

CA Average: 43
Total Number of Accounts

5,778

CA Average: 3,727
Average Account Size

$364,327

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Knoth Work History

John has 11 years of experience.

2018 - Present (1 year)

Wedbush Securities Inc

2007 - 2018 (11 years)

Morgan Stanley & Co., Inc

Disclosures

John Knoth has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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