Jon
Jennings

Wedbush Securities Inc

CRD#1556261
Investment Advisor
in Marina Del Rey, CA

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About this Advisor

Jon Jennings is a financial advisor working in Marina Del Rey, California who has 3 years of relevant experience. Jennings is currently employed by Wedbush Securities Inc. They have been with Wedbush Securities Inc for their complete career. Jennings holds a Series 63 license, which qualifies them as a securities agent, and can serve investors in California. Wedbush Securities Inc is a registered investment company headquartered in Los Angeles, CA. It has offices in 58 locations and a total of 920 people on staff. It oversees $4 billion in assets under management between its 8,553 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 21 charities and foundations. Of its 8,553 accounts, just 14% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a diverse range of services, such as 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types billed by Wedbush Securities Inc most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

3 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, Fixed Fees, Commissions

Office Location

Marina Del Rey, CA

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

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

920

CA Average: 43
Total Number of Accounts

8,553

CA Average: 3,727
Average Account Size

$450,989

CA Average: $2,033,427

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

Jon Jennings Work History

Jon has been registered as a financial advisor for 3 years.*

2009 - Present (15 years)

Wedbush Morgan Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jon Jennings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wedbush Securities Inc

Wendy Olson
Gleneden Beach, OR
Jordan Tiu
Los Angeles, CA
Eliza Forastieri-Pitsikalis
Jersey City, NJ
Jonathan Monaco
Newport Beach, CA
Kevin Sesny
Los Angeles, CA
David Yi
Los Angeles, CA
Kendra Kaska
Anchorage, AK
Alicia Sorensen
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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