Advisor at Wedbush Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wedbush Securities Inc.
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
9 years
Jacqueline Cortez is a financial advisor at Wedbush Securities Inc. with eight years of industry experience. She holds a Series 66 designation and has been with Wedbush Securities since 2016. Prior to joining Wedbush, she worked at CSUDH for two years. Outside of her advisory role, she works part-time as a real estate agent with Berkshire Hathaway Home Services. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides a range of managed account solutions, clearing and custodial services, and operates prime services tied to commodities and derivatives.
Based on Wedbush Securities Inc.
Based on Wedbush Securities Inc.
$0 - $250,000: 3.00% $250,001 - $500,000: 2.80% $500,001 - $1,000,000: 2.50% $1,000,001 - $3,000,000: 1.90% $3,000,001 - $5,000,000: 1.60% $5,000,001+: Negotiable
Transaction-based fees for Discretionary Managed Transactional (DMT) accounts; commissions retained by WS when acting as broker
Account minimum: $25,000 Minimum fee: $250 annually for DMI-IC accounts; $500 annually for SDI-IC accounts; $1,000 annually for MMA, SMA, UMA accounts Fee-only: Financial Planning fees charged separately based on complexity and time allocated; negotiable fees for advisory services
225 S. Lake Ave Penthouse
Pasadena, CA 91101
California
Wedbush Securities Inc.
2016 - Present (10 years)
CSUDH
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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