Wedbush Securities Expands Wealth Management Presence through Goodman Wealth Advisors Partnership

Strategic Insights -

Wedbush Securities, a prominent financial services firm, has strengthened its wealth management presence in Cleveland, Ohio, through the partnership with Goodman Wealth Advisors (GWA). The addition of GWA, led by Chairman and CEO John V. Goodman, will significantly enhance Wedbush's financial services offerings in the region. With a combined experience of over 100 years, the GWA team, including Jared Goodman, Managing Director of Investments Michael Powers, and Vice President of Client Services Helene Shafiyan, will work together to deliver exceptional client service and create lasting value for clients in the region.

Key Takeaways:

  • The partnership between Wedbush Securities and Goodman Wealth Advisors will significantly strengthen Wedbush's wealth management presence in Cleveland, Ohio.
  • The GWA team, led by Chairman and CEO John V. Goodman, brings over 100 years of combined experience in the financial services industry.
  • The partnership will enhance Wedbush's financial services offerings in the region, providing clients with expanded resources and personalized service.
  • John V. Goodman, a veteran in the industry with over 40 years of experience, will lead the transition of GWA to Wedbush Securities.
  • Jared Goodman and Michael Powers will oversee trading activity and portfolio management, respectively, and will play key roles in delivering exceptional client service.
  • Helene Shafiyan, with nearly 40 years of experience in financial services, has played a vital role in the team's success and will continue to provide exceptional client service.

Statistics:

  • The combined experience of the GWA team is over 100 years.
  • John V. Goodman has over 40 years of experience in the financial services industry.
  • Michael Powers has 40 years of experience in the wealth management industry.
  • Helene Shafiyan has nearly 40 years of experience in financial services.

Sources:

  • "Wedbush Securities Expands Wealth Management Presence through Partnership with Goodman Wealth Advisors." GlobeNewswire, 8 Sept. 2025.
  • About Wedbush Securities. Wedbush Securities.