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Zeke Lefton

Investment adviser representative at Wedbush Securities Inc.
10 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

10 years in the industry.

  1. Wedbush Securities Inc.Oct 2025 to now
  2. Wedbush SecuritiesJun 2024 to Sep 2024
  3. California Polytechnic State University, San Luis ObispoMar 2023 to Aug 2025
  4. Coast NissanSep 2022 to Feb 2023
  5. California Polytechnic University, San Luis ObispoSep 2020 to Jun 2022
  6. Pump It UpJan 2019 to Nov 2019
  7. Compliance Poster CompanyJun 2018 to Jul 2018
  8. Northwood High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7947045
Firm CRD
877
Advisor's SEC record (opens in a new tab)
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