Daniel
Jarka

Waddell & Reed

CRD#4176410
Investment Advisor
in Denver, CO
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About this Advisor

Daniel Jarka is a certified financial planner operating in Denver, Colorado, who has been in the advisory business for 14 years. Jarka currently works for Waddell & Reed. Throughout their career, they have worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Usafa Aog Rampart Chapter, El Paso County Republican Party Headquarters and Tri-Lakes Community Preschool. Jarka maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado, Florida, Iowa, New Mexico, South Dakota, Texas, Washington, Wyoming, Montana, North Carolina and Virginia. Waddell & Reed is a registered investment business that has its headquarters in Denver, Colorado. The firm has offices in 357 locations and a total of 2,000 employees. It has $22 billion in total assets across its 153,672 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 74 charitable organizations. Of its 153,672 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Waddell & Reed most likely are comprised of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

4582 S Ulster St Suite 103
Denver, CO 80237

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,547,774,536

CO Average: $2,243,162,756
Total Number of Employees

2,000

CO Average: 44
Total Number of Accounts

153,672

CO Average: 4,091
Average Account Size

$140,219

CO Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Jarka Work History

Daniel has 14 years of experience.

2012 - Present (7 years)

Tri-Lakes Community Preschool

2011 - Present (8 years)

Waddell & Reed, Inc

2011 - Present (8 years)

Various Insurance Carriers For W&R Insurance Agencies

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2008 - 2012 (4 years)

El Paso County Republican Party Headquarters

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

2004 - 2012 (8 years)

Usafa Aog Rampart Chapter

Disclosures

Daniel Jarka has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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