5700 Tennyson Parkway
You pick and choose the products and services available to serve your clients and help grow your practice. By working with us, you are provided access to leaders in the field to learn new business principles, collaborate with fellow advisors, and participate in a compensation system that doesn’t put you against other advisors.
Some benefits of joining the JTL Wealth Partners
*Reimbursement provided by JTL Wealth Partners, not Waddell & Reed, Inc.
This information is meant for recruiting purposes only. The services offered through JTL Wealth Partners are separate from the services offered through Waddell & Reed, Inc. (WRI) and WRI is not responsible for any services offered directly through JTL Wealth Partners. Joining the JTL Wealth Partners team will require background checks due to the association with WRI and due to regulatory requirements. There is no specific requirement to join the JTL Wealth Partners team to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
You will support experienced financial advisors and there book of business.
Employment positions will require background checks given the independent financial advisors association with Waddell & Reed, Inc. due to regulatory requirements. However, these positions are not offered through or by Waddell & Reed, Inc. Instead, these opportunities are offered solely by the JTL Wealth Partners in connection with their independent practice. The independent financial advisor associated with JTL Wealth Partners are not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of JTL Wealth Partners and the independent financial advisor associated with JTL Partners.
If you are interested in joining the JTL Wealth Partners team, please contact Jimmy Lee.