Qualifications

 Waddell & Reed has been working with individuals and businesses for over 70 years.

Jake Jacklich is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Waddell & Reed, Inc.  Jake serves as the Business Relations Chair of the Hampton Roads Chapter of the Financial Planning Association.  He is also a founding member and Director of the Dental Business Network and a graduate of Lead Hampton Roads.

He is a graduate of the University of Washington in Seattle, where he had a major concentration in Mechanical Engineering.  He completed his Master of Science degree in Operations Research at the Naval Postgraduate School in Monterey California.  He is a retired Naval Officer and his father is Dr. Jack Jacklich a retired dentist.

Dedicated to success of his clients, he believes in helping them assess their financial goals and he participates in the management of their financial affairs.  One of the benefits of working with Jake is his ability to provide clear and easily understood explanations of integrated financial strategies, products and services. His personalized approach always includes written recommendations, which provide a roadmap; to help clients work toward a more secure financial future. Jake is looking forward to using his experience to help you pursue your financial goals.