Ron Lefton

Biography

Ron Lefton is a Financial Advisor in the Newport Beach office of Wedbush Securities. Prior to joining Wedbush, Ron held roles at PricewaterhouseCoopers, Ayco Co. Wachovia Securities, and Morgan Stanley.

Ron consistently helps his clients with strategies involving asset allocation, balancing taxes, multi-generational planning, and 529 and college planning. Having a breadth of financial knowledge, his clients can trust that their accounts are being closely monitored and that Ron will recommend changes as markets fluctuate and life events occur. With superior communication skills, his clients can rely on him to keep them informed on their account every step of the way. His passion for finance shows through the plans and strategies he creates for his clients.

Born in Detroit, MI, Ron has resided in Irvine, CA for the past 15 years. He obtained his Bachelors of Science from the University of Colorado, his JD from the University of Denver College Of Law and his MBT from the University of Southern California. He is proud to have qualified for the Wedbush Presidents’ Club in 2019, an honor given to the top 30 Financial Advisors nationwide. In his free time, he enjoys spending time with his three sons and golfing.

SPECIALIZATIONS

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

Credentials

• Holds his Series 7 and 66 licenses
• CA Insurance Lic. #0E59550
• BS from University of Colorado
• JD from the University of Denver College of Law
• MBT from the University of Southern California

Mission Statement