JJ is the Advisor Acquisition Specialist for the West Los Angeles Complex. JJ has worked closely with the Complex Manager and all respective branch offices assisting them with operations, recruiting, transitions, marketing, and development.
After graduating San Diego State University, JJ joined Waddell & Reed in January 2012. He has a strong customer service background which he brings to the advisors and their clients. JJ enjoys working with the advisors coming onboard to help ensure a smooth and successful transition. Supporting our advisors and their clients will always be a top priority.
JJ loves to travel, & spend time hiking, jogging, and at the beach with his Siberian Husky, Layla.
JJ acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition he is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18