Jon Underkofler Steps In as Central-West Market Leader at Wedbush

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

Wedbush Securities, a globally recognized independent financial services firm, is excited to announce the appointment of Jon Underkofler as Senior Vice President and Market Manager for the Central-West Region. In this new role, Underkofler will focus on driving growth and enhancing the firm's presence in this vital area. His responsibilities will primarily address the markets surrounding major hubs such as the greater Denver, Dallas, Scottsdale, and Anchorage.

A Valuable Addition to the Wedbush Team

Underkofler comes to Wedbush from Bernstein Private Wealth Management, where his extensive experience in banking, investment management, and financial planning has been well-noted. With nearly thirty years in the industry, Jon’s expertise spans critical areas like financial, estate, retirement, and philanthropic planning, making him a significant asset as the firm ramps up its expansion activities in the Central-West region.

Expertise to Drive Growth

Underkofler emphasized the unique approach Wedbush brings to wealth management, stating, “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.”

Commitment to Client Relationships

Chris Mone, Executive Vice President and Head of Wealth Management, shared his enthusiasm for Underkofler's addition to the firm. He remarked, “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.”

The Right Timing for Change

With several firm initiatives underway, the timing of Jon's appointment is particularly promising. Craig Pirtle, Senior Vice President and Head of Business Development and Market Expansions, noted, “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.”

About Wedbush Securities

Founded in 1955, Wedbush Securities stands as the largest subsidiary of Wedbush Financial Services, holding a strong reputation in the financial services sector. The firm specializes in providing a wide array of services that include securities brokerage, wealth management, and investment banking. Catering to both private individuals and institutional clients alike, Wedbush is dedicated to fostering financial safety, innovation, client service, and leveraging advanced technology. The firm proudly operates 100 registered offices and employs nearly 900 skilled professionals across the nation.

Enhancing Client Services

At Wedbush Securities, the mission revolves around delivering exceptional service through tailored financial solutions that meet the diverse needs of their clients. Their commitment is rooted in understanding the financial landscape and adapting to the changing needs of clients, ensuring that every aspect of wealth management is addressed with precision and care.

Frequently Asked Questions

What is Jon Underkofler’s new role at Wedbush Securities?

Jon Underkofler has joined Wedbush Securities as Senior Vice President and Market Manager for the Central-West Region.

Where did Jon Underkofler work before joining Wedbush?

Before joining Wedbush, Jon worked at Bernstein Private Wealth Management.

What are Jon's key areas of expertise?

Jon brings expertise in banking, investment management, financial planning, including estate, retirement, and philanthropic planning.

What is Wedbush Securities known for?

Wedbush Securities is known for offering a comprehensive range of financial services including securities brokerage, wealth management, and investment banking.

When was Wedbush Securities founded?

Wedbush Securities was established in 1955 and has since become a significant entity in the financial services industry.

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