James StanekCRD Number: 5531312
Current Firm: Waddell & Reed
James Stanek (CRD# 5531312) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 8 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|J&k Management, LLC||Omaha, NE||Sep 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies, Inc.||Omaha, NE||Aug 2008 - Current||8|
|Waddell & Reed, Inc.||Omaha, NE||May 2008 - Current||8|
|Lozier Corporation||Omaha, NE||Sep 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
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