John was born and raised in Southern California. He holds an Associates Degree from Moorpark College in Moorpark, CA. He has been with Waddell & Reed since 2011.
John joined Waddell & Reed because of the company’s client-first approach and their emphasis on personal financial planning. He works with the other financial advisors on the team to service their client’s ongoing financial planning needs. The team takes a comprehensive look at their clients’ overall financial situation to provide financial services.
John holds Series 7 and 66 licenses.
John and his wife, Beth, were married in 2006. Beth is a full-time mom with two energetic children that keep her on her toes. They make their home in Simi Valley.
John loves being a dad and is very active in his church. He is an avid Dodgers fan, enjoys reading Sci-Fi/Fantasy, and loves playing games with family and friends.
Waddell & Reed is not affiliated with any organizations listed herein.