Jim E. Ely Jr.

Senior Vice President
Director of Wealth Management

Jim Ely is Senior Vice President, Director of Wealth Management, where he is responsible for the development of the Wedbush Wealth Management Platform and the variety of products it offers. He plans to capitalize on the positive momentum generated by the platform’s successful launch to enhance capabilities and increase adoption. Jim joins the firm with more than 25 years of wealth management experience. He was previously a Director of Wealth Management at Citigroup Global Markets, Inc. and also held senior management roles in wealth management at several major financial services firms after beginning his career as a financial advisor.

Jim received his certification as an Accredited Investment Fiduciary (AIF) and continues to hold his principal license along with his Series 6, 7, 9, 10, 24 and 65.

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