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Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.

Armand Alaverdian is your primary point of contact as you explore, ask questions, get acquainted with Waddell & Reed, and move toward an affiliation decision.

Jonathan Graham, MBA, AIF®

Market Director



Jon Graham has over twenty years of experience in Banking and Investments. He most recently spent the last few years as a senior leader in the Los Angeles Ultra High Net Worth Private Banking space. Prior to that, he had tremendous...

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