Waddell & Reed
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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
Years of Experience
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Waddell & Reed Brokerage Details
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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.
Tri-Lakes Community Preschool
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Morgan Stanley Smith Barney
El Paso County Republican Party Headquarters
Morgan Stanley & Co., Inc
Usafa Aog Rampart Chapter
Daniel Jarka has no disclosures.
Please visit their SEC profile for more details.