Jack Balestrieri

Biography

Jack Balestrieri is a Financial Consultant at Wedbush, serving clients in Santa Rosa, California with a thoughtful, planning-driven approach to wealth management. He believes successful financial strategies begin with a clear understanding of what clients want to achieve, then aligning every aspect of the plan toward that vision. By taking a comprehensive view of investment management and long-term objectives, Jack helps clients make informed financial decisions with confidence.

Prior to joining Wedbush, Jack spent two years at First Trust Portfolios in Chicago as an Internal Wholesaler, where he covered the Orange County, California region. Eager to build deeper client relationships and deliver comprehensive financial guidance, he joined Wedbush. His experience in investment products and relationship management provides a strong foundation for delivering thoughtful financial guidance and personalized service.

Jack earned a Bachelor of Business Administration from Baylor University, graduating with double majors in Management Information Systems and Entrepreneurship. Originally from Santa Rosa, California, he now resides in Dallas, Texas, where he enjoys being close to his parents, sister, and extended family. Outside the office, he enjoys traveling, spending time outdoors, and staying active through basketball and golf.