Jonathan Norberg, CRPS

Biography

Jonathan Norberg, CRPS® is an Investment Associate for Wedbush Securities in Newport Beach. Jon worked with Standard Investment Chartered, Inc. for almost 10 years where he became a Registered Investment Advisor before joining Wedbush in 2017.

Jon became interested in the finance industry at a young age, after having watched his father own and operate a brokerage firm in Newport Beach. He obtained his Series 7, 24, and 66 licenses while at Standard. He transitioned his career to Wedbush to be mentored by Ron Lefton, an industry veteran in the Newport Beach office of Wedbush. He obtained the Chartered Retirement Plan Specialist designation in 2018.

Jon specializes in comprehensive counseling for high net-worth individuals and families, financial planning, retirement planning, asset management, advisory & strategic planning, estate planning and succession planning. He believes that his client service is second to none and makes it a priority to be available for his clients when they have questions or concerns.

Jon obtained his Bachelor’s degree in English Literature from Louisiana State University and currently resides in Lake Forest with his wife. Active in his community, he supports his brother and best friend, Ryan, who has Cystic Fibrosis by serving on the board of the Orange County Cystic Fibrosis Foundation. In his free time, he enjoys reading and is an avid Oakland A’s fan.

SPECIALIZATIONS

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

Credentials

• Holds his Series 7, 24, and 66 licenses
• CA Insurance Lic. #0M03215
• BA in English Literature from Louisiana State University
• Has held Certified Retirement Planning Specialist designation since 2018

Mission Statement