Jens Albiez, financial advisor Tampa FL
93 score

Jens Albiez

CRD Number: 5583913
Current Firm: Waddell & Reed

Jens Albiez (CRD# 5583913) is an Investment Advisor Representative working at Waddell & Reed in Tampa, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sarasota Herald Tribune Toastmasters Club Sarasota, FL Aug 2015 - Current 1
Florida Divorce Financial Analysts LLC Sarasota, FL Jul 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Sarasota, FL Apr 2009 - Current 7
Waddell & Reed Inc. Tampa, FL Aug 2008 - Current 8
Jens M Albiez, Cfda Sarasota, FL Jan 2015 - Jan 2016 1
Sternberg Interiors, Inc. Sarasota, FL Apr 2001 - Dec 2013 12
Employee Retirement Accont Committee Sarasota, FL Jul 2007 - Nov 2013 6
Gecko's C/o Referrals To Riches Chapter Of Bni Sarasota, FL Oct 2011 - Oct 2013 2
The Gap School Sarasota, FL Oct 2011 - Dec 2012 1
Woman's Exchange, Inc. Sarasota, FL Nov 2005 - Dec 2011 6
Sarasota Architectural Foundation Sarasota, FL Jun 2007 - Mar 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Jens M. Albiez
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • GA
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
93
Clean Record
This advisor has a clean track record with regulators.

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