Jim Hennessy

Biography

Jim Hennessy serves as Managing Director, Investments at Wedbush in Roseville, California. With over three decades of experience in the financial services industry, Jim is dedicated to helping clients grow, preserve, and manage their wealth through personalized, long-term strategies. He believes that simplicity, consistency and transparency are the foundation of successful financial relationships and strives to ensure that every client receives thoughtful, tailored guidance aligned with their goals and values.

Jim began his career in finance as an Assistant Branch Manager with Great Western Bank before joining F.N. Wolf & Co. He later served as Vice President and Portfolio Manager at Sutro & Co., which became part of RBC Wealth Management in 2002. In 2007, he joined Wedbush, where he continues to provide comprehensive financial and estate planning strategies, customized portfolios, and retirement planning solutions. Acting as a true financial concierge, Jim is known for his hands-on approach, clear communication and dedication to serving multiple generations of client families.

Jim resides in Pilot Hill, California, and takes great pride in his two daughters and three granddaughters. Outside of work, he enjoys spending time with his family and exploring the outdoors, whether boating, jet skiing or snow skiing.

 

Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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