Jacob Ritter, financial advisor Reno NV
90 score

Jacob Ritter

CRD Number: 5976441
Current Firm: Waddell & Reed

Jacob Ritter (CRD# 5976441) is an Investment Advisor Representative working at Waddell & Reed in Reno, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Reno, NV Mar 2012 - Current 4
Waddell & Reed, Inc. Reno, NV Oct 2011 - Current 5
Sky West Airlines Reno, NV Oct 2003 - Oct 2015 12
Nevada Exploration Sparks, NV Jul 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Jacob W. Ritter
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • NV
  • WA
  • UT
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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