Jeffrey PollackCRD Number: 6286014
Current Firm: Waddell & Reed
Jeffrey Pollack (CRD# 6286014) is an Investment Advisor Representative working at Waddell & Reed in Sherman Oaks, CA and has over 3 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Rotary Club Of Calabasas||Calabasas, CA||Aug 2015 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Playa Del Ray, CA||Oct 2014 - Current||3|
|Waddell & Reed, Inc.||Sherman Oaks, CA||Jan 2014 - Current||4|
|Adams, Ferrone And Ferrone||Westlake Village, CA||Dec 2008 - Current||9|
|Unemployed||Woodland Hills, CA||Sep 2008 - Dec 2008||< 1|
|Adelson Testan Brundo||Thousand Oaks Blvd, CA||Jun 2007 - Sep 2008||1|
|St Julien||Boulder, CO||Feb 2007 - Jun 2007||< 1|
|Unemployed||Woodland Hills, CA||Jan 2003 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.