Beverly
Johnson

Waddell & Reed

CRD#3264000
Investment Advisor
in Portland, OR
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About this Advisor

Beverly Johnson is a financial advisor based in Portland, Oregon. Currently an investment advisor at Waddell & Reed, they have gathered 19 years of professional experience as an investment advisor. Johnson maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Johnson is able to act as a financial advisor in California, Texas, Washington, Pennsylvania, Idaho and Nevada. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers, National Notary Association, Beverly Johnson & Jerry Johnson and Beverly Johnson LLC. Waddell & Reed is located in Portland, Oregon, and has 357 additional offices across the United States. As a company, Waddell & Reed manages $22 billion in assets throughout 153,672 client accounts and employs more than 2,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Waddell & Reed can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR 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

Beverly Johnson Work History

Beverly has 19 years of experience.

2015 - Present (4 years)

Beverly Johnson LLC

2011 - Present (8 years)

Beverly Johnson & Jerry Johnson

2003 - 2010 (7 years)

National Notary Association

1999 - Present (20 years)

Waddell & Reed, Inc

1999 - Present (20 years)

Various Insurance Carriers

Disclosures

Beverly Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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