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Skyward Financial Introduces Jerry Axelrod as a New Independent Financial Consultant

HOUSTON--(BUSINESS WIRE)--Wedbush Securities, one of the nation’s leading diversified independent financial services providers, and Independent Franchise Owner Network member ("IFON"), Skyward Financial are proud to announce the growth of its Houston, Texas office with the addition of Jerome ("Jerry") Axelrod. Based at the firm’s Houston office, Jerry brings over 43 years of industry experience, and will work closely with Managing Partners Lynn Houston and Matthew Houston.

Jerry received his Bachelor of Arts in Social Relations from Harvard College, graduating cum laude. After graduation, Jerry returned home to assist with his family’s office furniture business, before being drawn to the financial services industry. He joined Drexel Burnham, serving as Vice President for 10 years, during which Jerry was notably recognized for his excellence in the finance industry and awarded Outstanding Broker by Registered Representative Magazine in 1984. Following this, Jerry spent time as Senior Vice President for Donaldson, Lufkin & Jenrette as well as for Morgan Stanley/Smith Barney before joining Burnham Securities in 2010. Immediately before joining Skyward Financial, Jerry served as Managing Director at Stark Capital Management for over 12 years and acted as a critical force for their overall growth and success.

Managing Partner, Matthew Houston, states, "At Skyward Financial, we're thrilled to welcome Jerry to our team. His outstanding research skills and extensive connections with top institutional money managers in the region perfectly embody the caliber of talent we envisioned when we founded our company two years ago. We're committed to maintaining this high standard and refuse to settle for anything less."

"Jerry and I go way back to our White-Weld days, and I have always been impressed with his unwavering commitment to our industry and his exceptional contributions to the community,” added Managing Partner, Lynn Houston. “He's a true pillar of our community, and I feel honored to have him as a colleague and friend.”

For more information on Skyward Financial, please visit https://www.skywardfin.com/.

About Skyward Financial

Skyward Financial helps its clients understand their individual risk profiles and how to effectively plan for their short, medium, and long-term goals. This team is rooted in Houston and pays homage to the city’s legacy in space exploration and the history of explorers using astrology to navigate the high seas when naming their group Skyward Financial. They are trusted and respected in their practice; consistently providing relevant investment opportunities and navigating risk to create a holistic approach for their clients’ financial well-being.

About Wedbush Securities

Wedbush Securities is the largest subsidiary of Wedbush Financial Services. Since its founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

 

Contacts

Natalie A. Svider
213-688-8057
publicrelations@wedbush.com

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Contacts

Natalie A. Svider
213-688-8057
publicrelations@wedbush.com

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