Joseph Frank Rubinstein
Investment adviser representative at Wedbush Securities Inc.
22 yearsExperience
1 stateRegistered in
$6.7BFirm assets
56 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Wedbush Securities Inc.Sep 2008 to now
- Wedbush Morgan SecuritiesJan 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2202103
- Firm CRD
- 877