Waddell & Reed
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Waddell & Reed Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Voyager Home Health Care
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
1200 Vine Street Condo Association
Mark Vii Equipment
Erik Jackson has no disclosures.
Please visit their SEC profile for more details.