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