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July 07, 2015 5:18 PM ET

Capital Markets

Company Overview of Wedbush Securities Inc.

Company Overview

Wedbush Securities Inc. provides securities brokerage and investment banking services. The firm offers mergers and acquisitions, valuation, leveraged and management buyouts, private placements, initial and secondary public equity offerings, fairness opinions, and strategic partnerships advisory services. Additionally, it provides security brokerage, retirement planning, personal banking, securities lending, margin landing, cash management, equity research, and insurance services. It caters to consumer products, financial services, healthcare, and technology sectors. Wedbush Securities Inc. was formerly known as Wedbush Morgan Securities Inc. and changed its name in 2009. The firm was founded...

1000 Wilshire Boulevard

Suite 900

Los Angeles, CA 90017-2457

United States

Founded in 1955

Phone:

213-688-8000

Fax:

213-688-6646

Key Executives for Wedbush Securities Inc.

Founder, Chief Executive Officer and President
Age: 83
Chief Financial Officer and Member of Executive Committee
Managing Director and Director of Equity Research
Head of Capital Markets, Executive Vice President and Member of Executive Management Committee
Senior Vice President and Manager of Institutional Fixed Income
Compensation as of Fiscal Year 2015.

Wedbush Securities Inc. Key Developments

Wedbush Futures Names Thomas Anderson as Senior Vice President, PTG Services

Wedbush Futures announced that Thomas P. Anderson has joined the company as SVP, Head of Proprietary Trading Group Services. In this role, Anderson will be responsible for growing Wedbush's PTG offerings across multiple asset classes, and helping existing PTG customers achieve their trading objectives. Anderson is a respected 34-year veteran of the listed exchange derivatives industry and was previously the Chief Commercial Officer of ABN AMRO Clearing Chicago since 2007.

Wedbush Securities Opens New Private Client Services Office in Traverse City; Announces Executive Appointments

Wedbush Securities announced the opening of its new Private Client Services office in Traverse City, MI. The office officially opened its doors on May 29, 2015. Furthering Wedbush's national expansion, the new Traverse City office houses two teams of financial advisors. The first team is comprised of Mark and Jeff Spencer, who specialize in Retirement Income Planning. A lifetime Traverse City resident, Mark Spencer has spent his entire career in Northwest Michigan in the investment world, serving individuals, families, local retirement plans, and non-profits. His son Jeff Spencer has been in the financial services industry since October 2010. Mark and Jeff have a combined 38 years of experience in the brokerage industry. The second team includes financial advisors Jerome Hartl and Heather Kilbourne. Jerome has over 17 years of experience in the financial services industry and has held the prestigious Chartered Market Technician (CMT) designation since 2006. Heather Kilbourne has over 21 years of experience in the financial services industry. Her vast knowledge of finance allows her to work with clients in a wide range of areas. In addition to the two teams, Leslie MacKinnon joins the Traverse City office as the Operations Manager/Client Service Associate. Leslie has been in the business over 30 years and enjoys helping clients achieve their investment goals.

Wedbush Securities Hires Joe Morgan as Managing Director, Technology Investment Banking

Wedbush Securities announced that Joe Morgan has joined the firm as the Managing Director, Technology Investment Banking, and will establish and lead the firm's investment banking activities in the technology sector. Mr. Morgan will be based in Wedbush's San Francisco office and report to Gary Wedbush, Executive Vice President and Head of Capital Markets. Mr. Morgan has spent the last two years as a Managing Director at Signal Hill providing advisory services to technology companies.

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