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Jefferson School District

Waddell & Reed, Inc

General Status

Waddell & Reed was founded in 1937 by Chauncey Waddell and Cameron Reed, who combined their interest in the world of finance to conceive an idea that would eventually affect the financial future of millions of Americans. Today, Waddell & Reed is one of the most enduring mutual fund and financial planning complexes in the United States. We take a personalized approach to investing with our clients. Because of that approach, Waddell & Reed has helped millions of Americans develop financial plans to help them work toward their dreams, such as sending their children to college, providing for retirement or simply accumulating assets – attainable, real dreams that improve peoples’ lives. Financial advisors have succeeded by helping people to identify their goals, and then develop strategic plans for working toward them. Why invest with Waddell & Reed? Waddell & Reed’s ongoing success also is a result of the exceptional work of our portfolio managers and the long-term performance of our mutual funds. Successfully cultivating these investment results across many market cycles, Waddell & Reed’s investment management team has achieved highly competitive performance within its peer groups. Led by its strong, recognized brand names – Waddell & Reed Advisors Funds and Ivy Funds – Waddell & Reed’s diverse mix of financial products and services enables our financial advisors to offer substantial product breadth to clients: mutual funds, financial plans and retirement plans, as well as a broad array of insurance products, including life insurance and annuities, that are offered through arrangements with insurance companies. The synergy of Waddell & Reed’s approach – providing clients high quality financial products in a personalized financial plan – is the core of the Waddell & Reed concept…and the key to the company’s continuing success.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Waddell & Reed products:

Marketing Information

Investment products of Waddell & Reed are marketed using the following approaches:

  • Advisors
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • Waddell & Reed 403(b) Consumer Education Page
  • Waddell & Reed Calculators

    Jefferson Status

    This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

    Jefferson Plan Number

    When contacting Waddell & Reed to open an account, please reference Plan Number: To Be Determined

    Jefferson Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    Waddell & Reed offers the following type(s) of investment option:

    • 403(b)(7) Custodial Mutual Funds (Load)
    • 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)

    Roth 403(b) Contribution Policy

    Waddell & Reed does NOT accept Roth 403(b) contributions.

    Vendor Forms and Online Submissions Links

    When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Waddell & Reed to request your form.