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 4 years of experience in the finance industry.
Fried Asset Management, Inc.
|Paul Gross||Sherman Oaks, CA||Oct 2017 - Current||< 1|
|Bni Producers Chapter||Canoga Park, CA||Oct 2016 - Current||1|
|Rotary Club Of Calabasas||Calabasas, CA||Aug 2015 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Ventura, CA||Oct 2014 - Current||3|
|Waddell & Reed, Inc.||Sherman Oaks, CA||Jan 2014 - Current||4|
|Valley Women's Center||Canoga Park, CA||Aug 2016 - May 2017||< 1|
|Adams, Ferrone And Ferrone||Westlake Village, CA||Dec 2008 - Aug 2014||5|
|Unemployed||Woodland Hills, CA||Sep 2008 - Dec 2008||< 1|
|Adelson Testan Brundo||Thousand Oaks Blvd, CA||Jun 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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, WY
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