Ron Lefton

Biography

Ron Lefton is Managing Director, Investments at Wedbush in the Newport Beach office. With a comprehensive background in wealth management, Ron is dedicated to helping clients work toward their financial goals through customized, strategic planning. He believes that successful financial guidance is built on trust, clear communication, and disciplined oversight, principles that guide every client relationship he builds.

Before joining Wedbush, Ron held positions at PricewaterhouseCoopers, Ayco Co., Wachovia Securities, and Morgan Stanley, where he developed deep experience across investment and advisory disciplines. Ron works closely with individuals and families to develop strategies for asset allocation, tax efficiency, multi-generational wealth transfer, and education funding. His clients value his proactive approach and breadth of financial knowledge, knowing that their portfolios are closely monitored, and adjustments are made as markets shift and life events unfold.

Ron earned his Bachelor of Science degree from the University of Colorado, his Juris Doctor from the University of Denver College of Law, and his Master of Business Taxation from the University of Southern California. Ron is also a California-licensed attorney and a Certified Public Accountant (CPA). Originally from Detroit, Michigan, Ron has lived in Irvine, California for the past 15 years. Outside of work, enjoys spending time with his family, traveling and playing golf.

 

Recognized by the firm as a member of the prestigious President's Club for her 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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