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Jonathan Rhys Norberg

Wedbush Securities Inc.

Newport Beach, CA

CRD 6635461

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Employer firm

Wedbush Securities Inc. CRD 877

$5.68B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Wedbush Securities Inc.

Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-30
  • CA RA
    APPROVED
    Since 2017-01-30

Branch Locations

500 Newport Center Dr Ste 850, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Standard Investment Chartered Costa Mesa CA 12/2012 01/2017
Wedbush Securities Inc. Newport Beach CA 01/2017 Present
  • 12/2012 → 01/2017
    Standard Investment Chartered
    Costa Mesa, CA
  • 01/2017 → Present
    Wedbush Securities Inc.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2016-07-29
Other Names
  • Jonathan Rhys Tragardh

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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