Jonathan Bates

Biography

Jonathan Bates is an Associate Financial Consultant in the Wealth Management division at Wedbush Securities. Working closely alongside senior advisors, he helps clients clarify their priorities and develop strategies aligned with their long-term goals. He works with individuals, families, and business owners to support informed, well-reasoned financial decisions.

He takes an active role in portfolio analysis, planning conversations, and day-to-day client service, helping ensure that communication stays clear and nothing gets overlooked. Clients appreciate his accessibility and responsiveness, and his commitment to staying closely involved at every stage. His goal is to grow with his clients over time and provide steady, well-reasoned guidance, especially during periods of change.

Jonathan earned his degree in Economics from the University of Colorado Boulder, where he built a strong foundation in markets, data, and economic principles. He lives in Manhattan Beach and enjoys learning about new technology, pursuing photography, and staying active at the gym – interests that reflect the discipline, curiosity, and perspective he aims to bring to his work with clients.