Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 2, 2019
    • $21.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 154K
      Accounts
    • $140.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1,905

name start date
Phil Jasso
June 2007
David Gene Boulware
January 2008
Burk Wayne Rowley
July 2000
Jeremy Daniel Espey
June 2017
Suzanne Marie Darnall
June 2001

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fiduciary Trust Company of New Hampshire -- --
    Ivy Distributors, Inc. Broker-Dealer --
    Ivy Investments IAR $48,649,256,882
    Waddell & Reed Investments -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Craig A Junkins Principal Operations Officer December, 2018 less than 5%
      Michael John Daley Vp, Corporate Controller May, 2018 less than 5%
      Benjamin Russell Clouse Senior Vice President, Principal Accounting Officer, Director, Principal Financial Officer November, 2017 less than 5%
      Elizabeth Ann Hansen Svp And Chief Compliance Officer April, 2018 less than 5%
      Lori Ann Dorsey Senior Vice President And Chief Marketing Officer August, 2017 less than 5%
      Shawn Michael Mihal President, Chief Operations Officer And Director November, 2017 less than 5%
      Brent Kyle Bloss Chairman Of The Board, Senior Vice President, Treasurer, Director November, 2017 less than 5%
      Mark Patrick Buyle Senior Vice President And General Counsel March, 2000 less than 5%
      Matthew Kirk Reeves Senior Vice President And Head Of Product And Planning August, 2017 less than 5%
      Jacquelyn Elayne Glenn Senior Vice President And Chief Supervisory Officer October, 2016 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time