Financial advisors align with Waddell & Reed

November 14, 2016

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OVERLAND PARK, Kan., Nov. 14, 2016 – Waddell & Reed announces that four independent financial advisors affiliated with the firm in October bringing assets totaling $224 million. They will work in registered offices across the country.

Advisor Firm Leaving City, State AUM
(pre transition)
Transition Date Managing Principal
Jerrold Angel John Hancock Signator Port Richey, Fla. $59.7M Oct. 25, 2016 Dustin Johnson
W. Blaine Burton US Bancorp Idaho Falls, Idaho $53.7M Oct. 21, 2016 Bill Brown
Gregory Furer PNC Investments Monroeville, Pa. $60.0M Oct 14, 2016 Jeff Mendola
Juan Oldham US Bancorp Idaho Falls, Idaho $48.6M Oct. 21, 2016 Bill Brown

Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of nearly 1,800 financial advisors working in more than 160 registered offices. The firm occupies a distinctive niche in the financial services landscape, positioned on the continuum between the fullservice model and the independent model. Waddell & Reed’s approach combines uncommon advisor support with an unexpected level of compensation.

Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had $86.5 billion in total assets under management at June 30, 2016. For more information about Waddell & Reed, visit joinwaddell.com.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

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