John Arnold

Biography

John Arnold serves as an Independent Financial Advisor associated with Wedbush Securities. Over the course of his nearly 25-year career, he has worked with many high-net-worth individuals, families, foundations, and institutions. John’s objective is to provide a comprehensive review and analysis of his clients’ assets in order to diversify, minimize taxes and expenses, and explore asset protection and estate planning needs. This allows him to better assist them in determining their appetite for risk and their need for income, retirement planning, asset preservation for future generations and philanthropic endeavors. He finds these factors paramount in making prudent investment decisions to meet their overall objectives. John also has a deep understanding of environmentally and socially responsible investing and helps navigate the complexities of the global financial markets. He firmly believes in understanding and educating his clients and their families throughout the planning and investing process.

John grew up as a third generation Southern Californian in Long Beach. After attending UC Santa Barbara he moved to San Francisco in 1996 and began his career at Montgomery Securities Private Client. In 2002, he returned to Southern California working with Salomon Smith Barney as a senior member of a team ranked amongst Barron’s Top 100 Financial Advisors before joining Merrill Lynch Private Banking and Investment Group in 2008. In 2013, he moved to Raymond James and began developing partnerships with Raymond James’ teams in different markets and local accounting firms. In 2016, he joined Wedbush Securities and developed the Professional Alliance Network to build a cohesive network of accountants, attorneys, and other professionals to put their respective clients at the center of a team who supports their overall objectives.

John and his wife Kristen live in San Clemente with their three children and bulldog. He enjoys skiing, fishing, coaching little league, and spending time with his family and friends.

John specializes in environmentally and socially responsible investing, lending, stock options, restricted stock, cash management and alternatives.

SPECIALIZATIONS

• Alternative Investments
• Asset Management
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Holds his Series 7, 63, and 66 licenses
• Bachelor’s degree from University of California Santa Barbara

Mission Statement