Jason Alvarado, financial advisor San Antonio TX
88 score

Jason Alvarado

CRD Number: 6365226
Current Firm: Waddell & Reed

Jason Alvarado (CRD# 6365226) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies San Antonio, TX Mar 2016 - Current < 1
Waddell & Reed Inc. San Antonio, TX Mar 2016 - Current < 1
Bank Of America, N.a. San Antonio, TX Jan 2015 - Feb 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX Jun 2014 - Feb 2016 1
Gerald's Casino Parties San Antonio, TX May 2012 - Jun 2014 2
Rhode Island School Of Design Providence, RI May 2011 - May 2012 1
Texas A&m University College Station, TX May 2006 - May 2012 6
University Of Texas At Austin Austin, TX May 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Jason N. Alvarado
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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