Biography
Jas Hundal began her career at Wells Fargo and received an opportunity to advance her career with Morgan Stanley prior to joining Wedbush.
Jas plays a crucial role in our Wealth Management division by overseeing various approval processes related to new accounts, account updates, forms, broker insights, correspondence, trade errors, commission adjustments, and annuity approvals. Throughout her many years in the financial industry, she has fostered a meticulous attention to detail, strong analytical skills, and a deep understanding of regulatory requirements and company policies that allow her to contribute to maintaining compliance, minimizing risks, and delivering excellent service to our clients and advisors.
Jas was born in India and came to the Sacramento Valley with her parents at the age of 10. She is fluent in Punjabi and English. She received her Bachelor’s degree from California State University, Sacramento and spent the first 9 years of her career with Morgan Stanley in Michigan and Alabama. In 2007, Jas moved back to Sacramento to be closer to her family and joined Wedbush.
SPECIALIZATIONS
- Financial Planning
- Mutual Funds
- Retirement Planning
- Stocks and Bonds
Credentials
- Bachelors of Science degree from Sacramento State University
- Holds Series 6, 7, 9, 10, and 63 licenses
- CA Insurance License #4034665