With over 20 years of experience as a financial advisor, Jason Beard is committed to providing each client with thorough and personalized wealth advice. With a mission of working closely with clients to understand their financial challenges, Jason designs investment plans that efficiently help his clients work toward achieving expectations and goals.

Throughout his career, Jason has gained extensive experience in financial services, holding key roles at prominent firms such as B. Riley, Stifel, and Janney Montgomery Scott. His work across these institutions has sharpened his expertise in capital markets and investment strategies. He holds a Bachelor of Science degree from Cabrini College.

Outside of the office, Jason enjoys spending time with his family, which includes his wife, Ana, and their four children: daughters Marisa, Adriana, and Cecilia, and son Jaxon. A passionate supporter of Philadelphia’s sports teams, Jason also enjoys exercising and running. He has participated in the Philadelphia Marathon and is a frequent participant in the Philadelphia Blue Cross Broad Street Run, helping to raise funds for the American Cancer Society.

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!