Jeffrey Canakes, financial advisor Rochester MN
93 score

Jeffrey Canakes

CRD Number: 1436455
Current Firm: Waddell & Reed

Jeffrey Canakes (CRD# 1436455) is an Investment Advisor Representative working at Waddell & Reed in Rochester, MN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Jeff Canakes Ltd Rochester, MN May 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Rochester, MN Jul 2013 - Current 3
Waddell & Reed Inc. Rochester, MN Mar 2013 - Current 3
Unemployed Rochester, MN Sep 2012 - Mar 2013 < 1
Fukuda Denski Redmond, WA Jul 2008 - Sep 2012 4
Abbott Abbott Park, IL Sep 2005 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jeffrey D. Canakes
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • IA
  • KS
  • LA
  • ND
  • SD
  • WA
  • WI
  • MN
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
93
Clean Record
This advisor has a clean track record with regulators.

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