Jordan Rene Daskam

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → Present
  Wedbush Securities, Inc.
  Seattle, WA
• 08/2017 → 11/2019
  Puyallup School District
  Puyallup, WA
• 05/2013 → 10/2018
  Starbucks
  Edgewood, WA

Other Businesses

Nautics Wealth Management; Investment Related; Seattle, WA; DBA for Wedbush Securities Business; Start: 8/2023; Approx: 160 Hours monthly devoted, and 160-200 hours devoted during business hours; Registered Client Service Associate

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22
• S63 Uniform Securities Agent State Law Examination
  2022-09-30

Other Names

• Jordan Daskam