Jonathan Norberg is an Investment Associate for Wedbush Securities in Newport Beach. Jon worked with Standard Investment Chartered, Inc. for almost 10 years where he became a Registered Investment Advisor before joining Wedbush in 2017.
Jon became interested in the finance industry at a young age, after having watched his father own and operate a brokerage firm in Newport Beach. He transitioned his career to Wedbush to be mentored by Ron Lefton, an industry veteran in the Newport Beach office of Wedbush. He obtained the Chartered Retirement Plan Specialist designation in 2018.
Jon specializes in Comprehensive counseling for high net-worth individuals and families, financial planning, retirement planning, asset management, advisory & strategic planning, estate planning and succession planning. He believes that his client service is second to none and makes it a priority to be available for his clients when they have questions or concerns.
Jon obtained his Bachelor’s degree in English Literature from Louisiana State University and currently resides in Lake Forest with his wife. Active in his community, he supports his brother and best friend, Ryan, who has Cystic Fibrosis by serving on the board of the Orange County Cystic Fibrosis Foundation. In his free time, he enjoys reading and is an avid Oakland A’s fan.
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
To get started, use your mobile phone to scan the QR Code. If you’re already on your phone, just tap the Code!
Since our 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.
Follow us on LinkedIn, Twitter, and Facebook.
The background of this firm and investment professionals may be found on FINRA’s BrokerCheck
Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.
Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.
Third party entities named are not associated with Wedbush Securities.
Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.
Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.
