Financial Advisors · profile

Mitchell Loewenberg, CFP® - Wedbush Securities

Financial Advisors · La Jolla, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
1200 Prospect St #350, La Jolla, CA 92037, USA · View on Google Maps Google Places
Phone
(858) 729-7901 Google Places
Website
www.wedbush.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (16)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

No attribute evidence is currently established.

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Established in
1966bloomberg.comIndependent editorial
Years in practice
25 years · Seven decadeswedbush.comSelf-publishedwedbush.comSelf-published
Registration
Member FINRA/SIPCwedbush.comSelf-published
Professional certifications
CFPwedbush.comSelf-publishedlinkedin.comSelf-published social
Services
comprehensive, holistic financial planning and tailored wealth management solutions · investment management · financial planning · wealth management, brokerage and advisorywedbush.comSelf-publishedwedbush.comSelf-publishedlinkedin.comSelf-published socialwedbush.comSelf-published
Who they work with
high-net-worth individuals and families · individuals, families, and institutions · private investment firms established by wealthy families · private and institutionalwedbush.comSelf-publishedwedbush.comSelf-publishedlinkedin.comSelf-published socialwedbush.comSelf-publishedwedbush.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Dan has been a tech analyst on Wall Street for 25 years covering the software and the broader technology sector.
wedbush.com Self-published ·
Wedbush Securities Honored by the Department of Defense's Employer Support of the Guard and Reserve Program
prnewswire.com Press release / wire ·
Community Highlights: Meet Ryan Alling - SDVoyager - San Diego
sdvoyager.com Independent editorial ·
Mitchell works with individuals, families, and institutions to provide specialized
linkedin.com Self-published social ·
Named by the New York Post in 2024 as the “Best Dressed Man on Wall Street” in a fashion profile article
wedbush.com Self-published ·
Wedbush Securities, one of the nation's leading diversified financial services firms
prnewswire.com Press release / wire ·
Mitchell Loewenberg, MBA, CFP®
linkedin.com Self-published social ·
06
Every source, every date

Where every fact comes from

We read 45 mentions across the web and boiled them down to 36 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 36 confirmed facts · 45 mentions read
Fact Value Source Source date How we checked
Accolade best dressed man on wall street wedbush.comSelf-published Verified
Accolade department of defense's employer support of the guard and reserve program prnewswire.comPress release / wire Verified
Category Banks & Credit Unions yelp.comAggregated Verified
Category Financial Advising · 2 sources m.yelp.comAggregatedyelp.comAggregated Verified
Category Financial Advisor wedbush.comSelf-published Verified
Category Financial Services · 4 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category financial services firm prnewswire.comPress release / wire Verified
Category Investing yelp.comAggregated Verified
Category investment bank wedbush.comSelf-published Verified
Category securities firm · 2 sources wedbush.comSelf-publishedwedbush.comSelf-published Verified
Category wealth management, brokerage and advisory firm wedbush.comSelf-published Verified
Established in 1966 bloomberg.comIndependent editorial Verified
Featured on sdvoyager.com sdvoyager.comIndependent editorial Verified
Featured on wedbush.com wedbush.comSelf-published Verified
Main location ca yelp.comAggregated Verified
Main location dallas, tx yelp.comAggregated Verified
Main location glendale, ca m.yelp.comAggregated Verified
Main location greeley, co yelp.comAggregated Verified
Main location lake oswego, or yelp.comAggregated Verified
Main location los angeles, ca · 2 sources wedbush.comSelf-publishedwedbush.comSelf-published Verified
Main location pasadena, ca · 2 sources wedbush.comSelf-publishedbloomberg.comIndependent editorial Verified
Main location san diego, ca linkedin.comSelf-published social Verified
Professional certifications CFP · 2 sources wedbush.comSelf-publishedlinkedin.comSelf-published social Verified
Registration Member FINRA/SIPC wedbush.comSelf-published Verified
Services comprehensive, holistic financial planning and tailored wealth management solutions wedbush.comSelf-published Verified
Services financial planning linkedin.comSelf-published social Verified
Services investment management wedbush.comSelf-published Verified
Services securities brokerage, wealth management, and investment banking services wedbush.comSelf-published Verified
Services wealth management, brokerage and advisory wedbush.comSelf-published Verified
Services wealth management, brokerage, advisory services, investment banking, fund services, global clearing and execution services wedbush.comSelf-published Verified
Who they work with high-net-worth individuals and families · 2 sources wedbush.comSelf-publishedwedbush.comSelf-published Verified
Who they work with individuals, families, and institutions linkedin.comSelf-published social Verified
Who they work with private and institutional wedbush.comSelf-published Verified
Who they work with private investment firms established by wealthy families wedbush.comSelf-published Verified
Years in practice 25 years wedbush.comSelf-published Verified
Years in practice Seven decades wedbush.comSelf-published Verified

How we checked — what each label means·Verified matched its source

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

2 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusNothing public to confirm this Nothing public to confirm this
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
1
Data refreshed
Compiled
Mentions → facts
45 → 36
Self-published

Sources consulted

Profile · mitchell-loewenberg-cfp-wedbush-securities-7e8e00a5593f41e880d7aea98039c9d4 Category · Financial Advisors Published by Authoria