Joel
Davis

Waddell & Reed

CRD#4252588
Investment Advisor
in Portland, OR
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About this Advisor

Joel Davis is a financial advisor who works out of Portland, Oregon, with a total of 14 years of experience as a financial advisor. Davis is currently employed by Waddell & Reed. Over the course of their career, Davis has held roles at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, South Salem Rotary Club, J. Davis Partners, LLC and Jefferson Boosters. Davis has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida, Indiana, Nevada, Washington and Texas. Waddell & Reed is a company that has its headquarters in Portland, Oregon. The company has offices in 357 locations and a total of 2,000 financial advisors. It handles $22 billion in assets under management across its 153,672 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 74 charitable organizations. Of its 153,672 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a number 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 largely depend on the financial services provided. However, fees billed by Waddell & Reed most likely include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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

Joel Davis Work History

Joel has 14 years of experience.

2018 - Present (1 years)

J. Davis Partners, LLC

2016 - Present (3 years)

Jefferson Boosters

2010 - 2015 (5 years)

South Salem Rotary Club

2009 - Present (10 years)

Waddell & Reed, Inc

2009 - Present (10 years)

Various Insurance Carriers For W&R Insurance Agencies

2004 - 2009 (5 years)

Banc Of America Investment Services, Inc

2004 - 2009 (5 years)

Banc Of America Insurance Services, Inc

Disclosures

Joel Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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