Joshua
Bradford

Wedbush Securities Inc

CRD#4858618
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Bradford is a financial advisor working in Los Angeles, California with 2 years of relevant experience. Bradford is an employee of Wedbush Securities Inc. Throughout their career, they have worked at Genworth Financial Wealth Management, Capital Brokerage Corporation, Centurion Capital Group, Inc, Assetmark Brokerage, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wright Fund Management, LLC & Sierra Investment Management, Northern Lights Distributors, LLC, Unionbanc Investment Services and Wedbush Securities Inc. Bradford holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in California. Wedbush Securities Inc is a company that has its headquarters in Los Angeles, CA. The firm has offices in 58 locations and a total of 920 employees. It has $4 billion in total assets across its 8,553 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 21 charitable organizations. Of its 8,553 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm provides a wide assortment of services, including 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. Financial management fee schedules usually depend on which service is provided. Fee types charged by Wedbush Securities Inc may include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

1000 Wilshire Blvd Ste 900
Los Angeles, CA 90017

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Joshua Bradford Work History

Joshua has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wedbush Securities Inc

2017 - 2021 (4 years)

Unionbanc Investment Services

2015 - 2016 (1 year)

Wright Fund Management, LLC & Sierra Investment Management

2015 - 2016 (1 year)

Northern Lights Distributors, LLC

2014 - 2014 (< 1 year)

Assetmark Brokerage, LLC

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America, N.A

2013 - 2014 (1 year)

Centurion Capital Group, Inc

2012 - 2013 (1 year)

Genworth Financial Wealth Management

2012 - 2014 (2 years)

Capital Brokerage Corporation

*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 Joshua Bradford 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

Robert Howard
Dallas, TX
Kevin Sesny
Los Angeles, CA
Jonathan Monaco
Newport Beach, CA
Wendy Olson
Gleneden Beach, OR
Paul Delzio
Sacramento, CA
Jordan Tiu
Los Angeles, CA
Kendra Kaska
Anchorage, AK
David Yi
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started