Jennifer
Martin

Waddell & Reed

CRD#6012573
Investment Advisor
in Muskegon, MI

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About this Advisor

Jennifer Martin is a financial advisor working in Muskegon, Michigan, who has been in the financial industry for 18 years. Martin is an advisor for Waddell & Reed. Throughout their career, Martin has worked at Student, Jackie Engel, CFP®, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and C & R Associates LLC. Martin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama, California, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, Missouri, New Jersey, North Carolina, South Carolina, Texas, Utah, Virginia and Wisconsin. Waddell & Reed is a financial advisory business that has its headquarters in Muskegon, Michigan. The investment advisory business has offices in 357 locations and a total of 1,700 advisors. It administers $27 billion in total assets among its 180,314 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 130 charities and foundations. Of its 180,314 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Waddell & Reed offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which service is offered. However, fees billed by Waddell & Reed likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

18 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

380 West Western Ave Suite 120
Muskegon, MI 49440

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

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

1,700

MI Average: 44
Total Number of Accounts

180,314

MI Average: 4,091
Average Account Size

$149,446

MI 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

Jennifer Martin Work History

Jennifer has 18 years of experience.

2018 - Present (3 years)

C & R Associates LLC

2017 - Present (4 years)

Various Insurance Carriers For W&R Insurance Agencies

2016 - Present (5 years)

Jackie Engel, CFP®

2016 - Present (5 years)

Waddell & Reed, Inc

2012 - 2016 (4 years)

Jackie Engel, CFP®

2002 - 2012 (10 years)

Student

Disclosures

Jennifer Martin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Daniel Fulfer
Colorado Springs, CO
Daniel Ramsey
Odessa, FL
Mary Fahey
Woburn, MA
Ellen Herlicka
Mission, KS
Joed Ngaruiya
Kennewick, WA
Elizabeth Snodgrass
Saint Louis, MO
Brittany Munn
Hartsville, SC
Brian Vankeuren
Midvale, UT

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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