Broker Check
Jeffery Whitaker

Jeffery Whitaker

Financial Advisor

Jeff has spent over 37 years as a Financial Advisor with Waddell & Reed. In the past he has run a tax preparation business and been an instructor in the Financial Planning Certificate Program for The University of California Extension. Jeff managed a Division office for Waddell & Reed in Riverside California from 1982-1993 and moved to the Carson Valley in 1994.

Jeff has previously served on Waddell & Reed’s “President’s Council” for a total of nine years. (President’s Council is the top 12 financial advisors in the company based on an analysis of investment, insurance and financial planning sales generated by the advisors for the prior year.) The council members meet regularly with Senior Management to discuss issues with the firm and financial planning for its clients.

Jeff graduated from Brigham Young University (BYU) in 1981 with a major in Finance. In 1985 he received his Certified Financial Planner™ certification and in 1995 completed a Master of Science degree from the College of Financial Planning in Denver.

Jeff is active in his church. He served a mission for his church in Montevideo Uruguay from 1976 to 1978. He is active in the Boy Scouts of America and currently serves on the Board of Directors for the Nevada Area Council BSA. He has many interests including gardening, horses, aviation, skiing, and many outdoor activities. He plays the piano and guitar and sings in the church choir. Jeff is a private pilot and sits on the Board of the Sports Aviation Foundation, an organization dedicated to introducing young people to aviation.

Jeff has been married to Marla for 39 years. They have four children and six grandchildren

In his financial planning practice, Jeff has worked with many different kinds of clients. He helps small business owners set up a retirement plan and newly retired individuals set up a plan for their retirement. He has worked on complex estates, but finds great satisfaction in helping a person new to planning and investing get a start on their own plan.

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