Jon Royer, financial advisor Indianapolis IN
90 score

Jon Royer

CRD Number: 6004385
Current Firm: Waddell & Reed

Jon Royer (CRD# 6004385) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Indianapolis, IN Dec 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Columbus, IN Dec 2015 - Current 1
Edward Jones Columbus, IN Jan 2012 - Dec 2015 3
Unemployed Terre Haute, IN Dec 2011 - Jan 2012 < 1
Indiana State University Terre Haute, IN Aug 2004 - Dec 2011 7
O'bryan's Nine Irish Brothers West Lafayette, IN Aug 2010 - Aug 2011 1
The Copper Bar Terre Haute, IN Nov 2008 - Aug 2010 1
Hulman Links Golf Course Terre Haute, IN Apr 2008 - Aug 2010 2
Ballyhoo Pizza King Terre Haute, IN Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Jon R. Royer
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • IN
  • MI
  • NM
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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