Jack Anthony Balestrieri
Investment adviser representative at Wedbush Securities Inc.
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Wedbush Securities Inc.Aug 2026 to now
- First Trust Advisors L.P.Feb 2024 to Jul 2026
- First Trust Portfolios L.P.Feb 2024 to Jul 2026
- Caddie NowOct 2023 to Jan 2024
- UnemployedJun 2023 to Oct 2023
- WedbushMay 2022 to Oct 2022
- Fresh Start MoversMay 2021 to Aug 2021
- Stonepoint ConstructionJun 2020 to Aug 2020
- CostcoApr 2020 to May 2020
- Baylor UniversityAug 2019 to Jun 2023
- Bohemian ClubJun 2018 to Aug 2019
- Maria Carrillo High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, IL, TX).
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
- 7566896
- Firm CRD
- 877