Waddell & Reed
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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
Years of Experience
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Waddell & Reed Brokerage Details
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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.
J. Davis Partners, LLC
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
South Salem Rotary Club
Banc Of America Investment Services, Inc
Banc Of America Insurance Services, Inc
Joel Davis has no disclosures.
Please visit their SEC profile for more details.