MARK BLUESTEIN
Managing Director, Investments
Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his expertise in integrated wealth management and planning services, designed for high net-worth individuals, families, and businesses. Prior to joining Wedbush Securities, Mark spent the past 13 years as Managing Director of Investments at Wells Fargo Advisors, and the previous 15 years between Morgan Stanley and Merrill Lynch.
Phone: (484) 254-7839
Email: mark.bluestein@wedbush.com
Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his expertise in integrated wealth management and planning services, designed for high net-worth individuals, families, and businesses. Prior to joining Wedbush Securities, Mark spent the past 13 years as Managing Director of Investments at Wells Fargo Advisors, and the previous 15 years between Morgan Stanley and Merrill Lynch.
Mark lives in Gladwyne, Pennsylvania with his wife of over 25 years, Debbie who is a Pre-School teacher. The couple has four daughters; the eldest lives and works in New York City, the second is a Senior at the University of Michigan, and the younger two are in high school. In his free time, he enjoys quality time with the family and giving back to his community.
RECOGNITION/MEMBERSHIPS
- Jewish Family and Children’s Services
- Jewish National Fund
- Tay-Sachs & Allied Diseases Association of the Delaware Valley
- Our Closet of the Greater Philadelphia area
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With over 40 years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
JAMES BAILEY
Managing Director, Investments
James Bailey serves as Managing Director, Investments and brings more than 28 years of wealth management experience to Wedbush Securities. His specializations include 401(K) and individual retirement planning, specifically geared toward mapping out financial solutions for your retirement. Before joining Wedbush Securities, James spent 11 years with Wells Fargo Advisors, and the previous nine and six years with Smith Barney and Prudential Securities, respectively. James lives in Devon, PA and has lived and worked in the area for 25 years. His college-age daughters, Shannon and Bridget, attend Quinnipiac and Pace University, respectively. He is an avid boater and enjoys fishing and surfing in Long Beach Island, NJ. He has also enjoyed volunteering as an assistant varsity basketball coach at Southern Regional High School, where he is a member of the Sports Hall of Fame.
Phone: (215) 514-6428
Email: james.bailey@wedbush.com
 
KEVIN QUINN
Managing Director, Investments
Kevin Quinn serves as Managing Director, Investments and brings more than 27 years of wealth management experience to Wedbush Securities. His specializations include 401(K), estate, and comprehensive investment planning, specifically geared to ensure that your wealth continues to work for you. Before joining Wedbush Securities, Kevin spent 11 years with Wells Fargo Advisors, and the previous eight and seven years with Smith Barney and Prudential Securities, respectively. Kevin Quinn lives in Philadelphia, PA with his two sons, Harrison and Cooper. He is an active member of the Philadelphia Cricket Club. He is also active at his son’s schools, Penn Charter and AIM Academy.
Phone: (215) 805-0548
Email: kevin.quinn@wedbush.com
 
JET KURTZ
Branch Administrator
Jet Kurtz serves as the Branch Administrator and brings more than 15 years of wealth management experience to Wedbush Securities. She joined the Baily & Quinn Financial Consulting Group when she first met with Jim Bailey and Kevin Quinn at Prudential Securities in 2008. Throughout her tenure with Bailey Quinn Financial Consulting Group, Jet has made it her mission to provide the team’s clients with best-in-class client service, problem solving, and document processing and organization.
Email: jet.kurtz@wedbush.com
Bailey & Quinn Financial Consulting Group works with clients to understand their individual risk profiles and how to effectively plan for their financial well-being. Whether you are an individual or a business owner, we can help you navigate the complexities of driving one’s financial future.
James Bailey serves as Managing Director, Investments and brings more than 28 years of wealth management experience to Wedbush Securities. His specializations include 401(K) and individual retirement planning, specifically geared toward mapping out financial solutions for your retirement. Before joining Wedbush Securities, James spent 11 years with Wells Fargo Advisors, and the previous nine and six years with Smith Barney and Prudential Securities, respectively.
James lives in Devon, PA and has lived and worked in the area for 25 years. His college-age daughters, Shannon and Bridget, attend Quinnipiac and Pace University, respectively. He is an avid boater and enjoys fishing and surfing in Long Beach Island, NJ. He has also enjoyed volunteering as an assistant varsity basketball coach at Southern Regional High School, where he is a member of the Sports Hall of Fame.
Bailey & Quinn Financial Consulting Group works with clients to understand their individual risk profiles and how to effectively plan for their financial well-being. Whether you are an individual or a business owner, we can help you navigate the complexities of driving one’s financial future.
Kevin Quinn serves as Managing Director, Investments and brings more than 27 years of wealth management experience to Wedbush Securities. His specializations include 401(K), estate, and comprehensive investment planning, specifically geared to ensure that your wealth continues to work for you. Before joining Wedbush Securities, Kevin spent 11 years with Wells Fargo Advisors, and the previous eight and seven years with Smith Barney and Prudential Securities, respectively.
Kevin Quinn lives in Philadelphia, PA with his two sons, Harrison and Cooper. He is an active member of the Philadelphia Cricket Club. He is also active at his son’s schools, Penn Charter and AIM Academy.
Howard E. Kern is the Managing Director, Investments in the Los Angeles office of Wedbush Securities. He has more than 32 years of wealth management experience, working closely with high net worth clients and businesses. Before joining Wedbush Securities, Howard spent 28 years with UBS, where he was recognized as a Top Branch Manager in 2017, from OnWallSreet. He spent the previous two years with Smith Barney, and got his start in the financial services industry as an investment associate with Drexel Burnham Lambert.
He received his Bachelor’s degree in Economics, with a Minor in Business Administration from the University of Southern California. In 2019 he was honored with the Widney Alumni House Award, recognizing outstanding volunteer commitment to his alma mater. Howard is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses.
Howard currently resides in Los Angeles, California. A big believer in community involvement, Howard is active and serves on the board for a number of national non-profit organizations and has been recognized multiple times nationally for his volunteerism.