Jean Kent (CRD# 2426965) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5598677
Mai Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wedbush Securities Inc. | Santa Rosa, CA | Apr 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1994 |
- CA
-
Total Assets Under Management4,502MILLIONS
-
Total Number of Accounts9,055ACCOUNTS
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Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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