Jacob Perry MBA, APMA, CFP®
In 2010 Jacob graduated from the Oregon Institute of Technology with a Bachelor of Science, and in 2016 graduated with a Master of Business Administration from Eastern Washington University. After joining Waddell & Reed as a financial advisor in 2016 he has since received his certification as an Accredited Portfolio Management Advisor as well as earning the CERTIFIED FINANCIAL PLANNER™ mark.
Jacob’s approach to financial planning for his clients revolves around initial and continuing education. Through the learning process, his clients are able to understand and engage in their custom strategies, allowing them to pursue their financial goals with clarity and knowledge.
Outside of the office, Jacob spends any free time enjoying the outdoors through hiking, fishing, and camping.
Jacob also proudly serves on the Board of Directors as well as the Philanthropy Committee for the Greater Inland Northwest chapter of the American Red Cross.
Waddell & Reed is not affiliated with any other entities referenced. 01/21