In his role, Smits will be reporting to Doug Ireland, Senior Vice President, Market Manager covering the Newport Beach, San Diego, Scottsdale, and Honolulu offices of Wedbush
August 15, 2023 08:00 AM Eastern Daylight Time–LOS ANGELES–(BUSINESS WIRE)–Wedbush Securities, one of the nation’s leading diversified, independent financial services providers, is proud to announce the appointment of Jeff Smits, CRPC® as Vice President of Investments in the firm’s Newport Beach office.
Years Of Experience
With 17 years in the finance industry, Smits’ breadth of experience and challenges have fostered a highly adaptable and well-versed financial approach for his clients. Prior to joining Wedbush, Smits began his career at Morgan Stanley, then moved to Stifel Nicolaus, and most recently served seven years as a financial advisor at Edward Jones. Smits will provide Wedbush with a fresh perspective from his past array of experience and roles. The choice to move to Wedbush derives from Smits’ commitment to provide clients with the best opportunities and investments.
“Wedbush provides opportunity and growth that best allows me to serve my clients and plan for their financial futures,” stated Smits. “It was a logical choice for me to choose Wedbush to grow my practice and continue pursuing the best for my clients.”
Doug Ireland, SVP, Market Manager shares, “We are honored to welcome Jeff Smits to our firm, bringing along his expertise, determination, and client-centered approach that will continue to grow here at Wedbush. Jeff’s commitment to servicing clients in a way that prioritizes client needs and interests will maximize financial success. He truly believes in the power of a team when it comes to financial planning and management.”
Jeff received his Bachelor’s degree from Cal State University, Fullerton, and is professionally designated as a Chartered Retirement Planning Counselor (CRPC).
About Wedbush Securities
Wedbush Securities is the largest subsidiary of Wedbush Financial Services. Since its founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.