Jon Underkofler Joins Wedbush Securities as Central-West Region Market Manager

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8:30 AM on Tuesday, January 7

The Associated Press

DENVER--(BUSINESS WIRE)--Jan 7, 2025--

Wedbush Securities, a global independent financial services firm, announces the hire of Jon Underkofler as Senior Vice President and Market Manager for its Central-West Region. In this role, Underkofler will spearhead the growth of the firm’s markets in the central west, specifically in the greater Denver, Dallas, Scottsdale and Anchorage areas.

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Senior Vice President, Market Manager, Jon Underkofler (Photo: Business Wire)

Joining Wedbush from Bernstein Private Wealth Management, Underkofler brings nearly three decades of experience to his new role. His banking, investment management, and financial planning experience, as well as professional expertise in financial, estate, retirement, and philanthropic planning will play an integral part in driving our expansion efforts in the Central-West region.

“Wedbush offers the sophistication needed to navigate the complexities that come with wealth management, but with a boutique feel to provide a tailored and customized experience. Its full range of capabilities will allow us to provide clients with the highest level of service while expanding our global footprint,” said Underkofler.

EVP, Head of Wealth Management, Chris Mone adds, “Jon’s career tenure and his unwavering commitment to clients and the communities we serve are a welcome addition to our team. As we expand our market in the Central-West Region, Jon’s background and extensive network will further enhance our ability to deliver and execute on our commitment to clients.”

“Jon is joining us at the perfect time. Wedbush is at an inflection point, and his track record in the industry along with his commitment to clients make him an exceptional fit for our organization,” said SVP, Head of Business Development and Market Expansions, Craig Pirtle.

About Wedbush Securities

Wedbush Securities, the largest subsidiary of Wedbush Financial Services, has been a prominent name in the financial industry since its establishment in 1955. Renowned for offering a comprehensive array of services, including securities brokerage, wealth management, and investment banking, Wedbush caters to both private and institutional clients. With its headquarters in Los Angeles, California, the firm operates 100 registered offices and employs nearly 900 professionals. Wedbush is dedicated to client service, financial safety, innovation, and leveraging advanced technology.

Securities and Investment Advisory services are offered through Wedbush Securities Inc. MemberNYSE/FINRA/SIPC

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CONTACT: Serina Molano

213-688-4564

[email protected]

KEYWORD: COLORADO UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE CONSULTING ASSET MANAGEMENT BANKING PERSONAL FINANCE

SOURCE: Wedbush Securities

PUB: 01/07/2025 08:30 AM/DISC: 01/07/2025 08:27 AM

http://www.businesswire.com/news/home/20250107967213/en