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||1|
|Various Insurance Carriers For W&r Insurance Agencies||Playa Del Ray, CA||Oct 2014 - Current||2|
|Waddell & Reed, Inc.||Sherman Oaks, CA||Jan 2014 - Current||3|
|Adams, Ferrone And Ferrone||Westlake Village, CA||Dec 2008 - Current||8|
|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
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