With over 20 years of experience as a financial advisor, Jason Beard is committed to providing each client with thorough and personalized wealth advice. With a mission of working closely with clients to understand their financial challenges, Jason designs investment plans that efficiently help his clients work toward achieving expectations and goals.
Throughout his career, Jason has gained extensive experience in financial services, holding key roles at prominent firms such as B. Riley, Stifel, and Janney Montgomery Scott. His work across these institutions has sharpened his expertise in capital markets and investment strategies. He holds a Bachelor of Science degree from Cabrini College.
Outside of the office, Jason enjoys spending time with his family, which includes his wife, Ana, and their four children: daughters Marisa, Adriana, and Cecilia, and son Jaxon. A passionate supporter of Philadelphia’s sports teams, Jason also enjoys exercising and running. He has participated in the Philadelphia Marathon and is a frequent participant in the Philadelphia Blue Cross Broad Street Run, helping to raise funds for the American Cancer Society.
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
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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.
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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.
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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.
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