Erik
Jackson

Waddell & Reed

CRD#6034641
Investment Advisor
in Denver, CO
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About this Advisor

Erik Jackson is a certified financial planner working out of Denver, Colorado, who has been in the industry for 13 years. Jackson is on the advisory team at Waddell & Reed. Jackson has gained experience at Mark Vii Equipment, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, 1200 Vine Street Condo Association, Macalester College, Voyager Home Health Care, Red Cross, Edaj LLC and Kindling Group. Jackson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Nebraska, New Mexico, Ohio, South Dakota, Virginia, Washington, Wyoming, Wisconsin, Colorado, Florida, Georgia, Indiana, Iowa, Louisiana, Michigan, Minnesota, Montana and Texas. Waddell & Reed is an advisory firm operating out of Denver, Colorado. It has offices in 357 locations and a total of 2,000 advisors. It handles $22 billion in assets between its 153,672 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 74 charities and foundations. Of its 153,672 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. The 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 depend on which services are provided. Fee types charged by Waddell & Reed likely consist of any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

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

$21,207,078,630

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

1,700

CO Average: 44
Total Number of Accounts

169,956

CO Average: 4,091
Average Account Size

$124,780

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Erik Jackson Work History

Erik has 13 years of experience.

2018 - Present (1 years)

Voyager Home Health Care

2018 - Present (1 years)

Edaj LLC

2018 - Present (1 years)

Kindling Group

2015 - 2018 (3 years)

Red Cross

2013 - 2015 (2 years)

1200 Vine Street Condo Association

2012 - Present (7 years)

Waddell & Reed, Inc

2012 - Present (7 years)

Various Insurance Carriers For W&R Insurance Agencies

2012 - Present (7 years)

Macalester College

2005 - 2012 (7 years)

Mark Vii Equipment

Disclosures

Erik Jackson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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