Jacqueline Cortez

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

• 09/2016 → Present
  Wedbush Securities Inc.
  Los Angeles, CA

Other Businesses

Berkshire Hathaway Home Services; Not Investment Related; Downey, CA; Real Estate Brokerage; Agent; Start: 6/2024; Approx 2 hours weekly, none during business hours; Duties: Passive / part-time real estate agent.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-27

Other Names

• Jacqueline Mendizabal