# WesBanco Securities WesBanco Securities is a Bank / Wealth / Trust based in St Clairsville, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** St Clairsville, United States - **Region:** North America - **Address:** Wheeling, WV, United States - **Founded:** 1997 - **Assets under management:** Undisclosed - **Website:** wesbanco.com - **LinkedIn:** linkedin.com/company/wesbanco-securities-inc ## Regulatory record - **CRD number:** 43276 - **SEC file number:** 801-119845 - **Registration status:** Registered - **Reports private funds:** No ## About WesBanco Securities, Inc. was established in 1997 as the wealth management and advisory affiliate of WesBanco, Inc., a regional banking institution with roots in West Virginia dating back to 1870. James C. Gardill, a long-time figure in West Virginia banking, chairs the publicly traded parent company, while Jeffrey H. Jackson serves as President and CEO of the broader enterprise. The wealth management arm is structured as a registered investment advisor with the SEC, offering fiduciary-level services including financial planning, portfolio management, and estate settlement. WesBanco Securities delivers asset management across equities, fixed income, and mutual fund strategies, primarily for individual high-net-worth households, corporate accounts, trusts, endowments, and charitable organizations. The firm manages separate accounts and provides model-based advisory programs rather than in-house proprietary funds. Its parent company, WesBanco, Inc., operates over 200 branches and loan production offices across Indiana, Kentucky, Maryland, Ohio, Pennsylvania, and West Virginia, giving the advisory subsidiary a broad, multi-state client base. Services are distributed through WesBanco's retail banking network, a model common among regional bank-owned RIAs. As part of a publicly traded regional bank with approximately $17 billion in total assets, WesBanco Securities benefits from the parent's balance sheet and infrastructure. Specific headcount for the advisory unit is not disclosed, but the bank employs approximately 2,300 people overall. WesBanco, Inc. has expanded through a series of acquisitions, including the 2019 merger with Kentucky's Farmers Capital Bank Corp. and the 2021 acquisition of Premier Financial Corp. of Ohio. The firm's primary philanthropic adjacency is the WesBanco Foundation, which supports community development across its operating footprint. Structurally, WesBanco Securities functions as a captive bank-affiliated RIA, a model distinct from independent advisors or broker-dealer networks. This architecture ties its growth to the parent bank's deposit base and branch footprint, with referrals sourced internally from commercial and retail banking relationships. The structure subjects it to bank holding company regulations, SEC oversight for investment advisory activities, and the organic geographic constraints of a regional lender navigating consolidation in the community banking sector. ## Sectors - Wealth Management - Financial Services ## People - James C. Gardill — Chairman of the Board - Jeffrey H. Jackson — President and Chief Executive Officer ## Questions ### Is WesBanco Securities an independent advisory firm? No. WesBanco Securities is a wholly owned subsidiary of WesBanco, Inc., a publicly traded regional bank holding company headquartered in Wheeling, West Virginia. The advisory firm operates as a bank-affiliated registered investment advisor (RIA) and relies on the parent bank's branch network for client referrals and operational support. ### What is the relationship between WesBanco, Inc. and WesBanco Securities? WesBanco Securities, Inc. is the investment advisory and wealth management arm of WesBanco, Inc. It provides portfolio management, financial planning, and fiduciary trust services, while the parent bank offers commercial and retail banking, mortgage lending, and treasury management. The advisory subsidiary serves clients largely sourced through the bank's 200-plus branch locations across the Midwest and Appalachia. ### How does WesBanco Securities source its wealth management clients? Client sourcing for WesBanco Securities is predominantly internal, originating from the retail and commercial banking relationships maintained by the parent company, WesBanco, Inc. The advisory unit does not operate a large independent referral network. Growth in assets under management correlates with the bank's branch expansion and acquisition strategy, including recent integrations of Farmers Capital Bank Corp. and Premier Financial Corp. ### Does WesBanco Securities manage proprietary mutual funds? No. WesBanco Securities functions as a standard registered investment advisor, constructing client portfolios from third-party funds, individual equities, and fixed-income instruments. The firm does not sponsor or manage an in-house family of mutual funds. ### What kind of clients does WesBanco Securities serve? The firm provides investment advisory services to individuals, high-net-worth families, trusts, estates, corporate accounts, pension plans, and charitable organizations. Its trust department historically has a strong presence in estate settlement and fiduciary administration, reflecting the bank's community-banking roots. ## Related profiles - [Werth Wealth Planning](https://altss.com/profile/werth-wealth-planning) - [West African Development Bank](https://altss.com/profile/west-african-development-bank) --- Updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/wesbanco-securities Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology