Jenieza Alston, financial advisor Virginia Beach VA
93 score

Jenieza Alston

CRD Number: 5440601
Current Firm: Waddell & Reed

Jenieza Alston (CRD# 5440601) is an Investment Advisor Representative working at Waddell & Reed in Virginia Beach, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Planning Association Virginia Beach, VA Oct 2014 - Current 2
Asian And American Business Network Virginia Beach, VA Dec 2008 - Current 8
Various Insurance Carriers For W&r Insurance Agencies Virginia Beach, VA Jan 2008 - Current 8
Waddell & Reed, Inc. Virginia Beach, VA Oct 2007 - Current 9
Allston Alvarez & Associates Virginia Beach, VA Apr 2007 - Current 9
Ema Graphics Virginia Beach, VA Jan 2004 - Current 12
Toastmasters International Virginia Beach, VA Jul 2010 - Jan 2012 1
Yupo Corp Of America Chesapeake, VA Dec 1998 - Apr 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Jenieza A. Alston
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • MD
  • VA
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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