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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Waddell & Reed, Inc 5 years, 10 months Jan 2013 - Present
Various Insurance Carriers for W&R Insurance Agencies 5 years, 10 months Jan 2013 - Present
Various Insurance Carriers for W&R Insurance Agencies 5 years, 10 months Jan 2013 - Present
Edward Jones 3 years, 6 months Jul 2009 - Jan 2013
Schwans Food Company 3 months Apr 2009 - Jul 2009
Fry's Food Stores 1 year, 5 months Oct 2007 - Mar 2009

Designations & Memberships

  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses

Articles and Answers

Insights by Edward Janulis

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 9, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 9, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Waddell & Reed, Inc.

Last updated on Sept. 25, 2017
    • $19.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 153K
      Accounts
    • $124.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements