Jeremiah DellasCRD Number: 4627014
Current Firm: Waddell & Reed
Jeremiah Dellas (CRD# 4627014) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 13 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Aloha Ventures LLC||St Louis, MO||May 2016 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Manchester, MO||Feb 2016 - Current||1|
|Waddell & Reed, Inc.||Creve Coeur, MO||Feb 2016 - Current||1|
|Endangered Wolf Center||Eureka, MO||Jan 2015 - Current||2|
|Lindenwood School Of Business Board||Saint Charles, MO||Jan 2015 - Current||2|
|Lindenwood University||St Charles, MO||Jan 2015 - Current||2|
|Kids Rock Cancer||Town & Country, MO||Jan 2010 - Current||7|
|Fifth Third Securities||Saint Louis, MO||Dec 2011 - Feb 2016||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Clayton, MO||Oct 2009 - Dec 2011||2|
|Unemployed||Chesterfield, MO||Apr 2009 - Oct 2009||< 1|
|Ubs Financial Services Inc.||Saint Louis, MO||Sep 2006 - Apr 2009||2|
|Northwestern Mutual Investment Services LLC||Saint Louis, MO||Feb 2003 - Sep 2006||3|
|Northwestern Mutual Life Insurance Company||Saint Louis, MO||Oct 2002 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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