Wedbush Securities, a diversified, independent financial services providers, announced the appointment of Jeff Smits, CRPC® as Vice President of Investments in the firm’s Newport Beach office. 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.
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.
“Our firm 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).