Waddell & Reed
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About this Advisor
Jill Ruser is a certified financial planner who is based in Seattle, Washington. Currently an investment advisor with Waddell & Reed, Ruser has an impressive 29 years of professional experience. Ruser maintains a Series 63 license, qualifying them as a securities broker. Ruser can work with customers in California, Georgia, Illinois, Mississippi, Montana, New Hampshire, South Dakota, Texas, Virginia, Washington, Colorado, Idaho, New Jersey and Ohio. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Ruser & Associates, LLC. Waddell & Reed is located in Seattle, Washington, and operates out of 357 other brick-and-mortar locations in the nation. As an advisor firm, Waddell & Reed manages $22 billion in assets throughout 153,672 accounts and retains more than 2,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Waddell & Reed can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include 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
- Selection of other advisers
- Educational seminars/workshops
Jill Ruser Work History
Jill has 29 years of experience.
Ruser & Associates, LLC
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Jill Ruser has no disclosures.
Please visit their SEC profile for more details.