Jeffrey CanakesCRD 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.
Waddell & Reed
Cetera Advisor Networks LLC
Commonwealth Financial Network
|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|
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
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