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James Petty

James Petty

Financial Advisor

James Petty is an MBA Graduate of Kent State University where he majored in Finance.

Jim is a Financial Advisor with Waddell & Reed, Inc.

Jim’s early career took him to level of Director/CFO for a company in Brazil, assisting managers in developing their financial plans and selecting strategies for success and monitoring results. After returning from Brazil, Jim utilized these skills and knowhow for assisting individuals with their financial plans and strategies for pursuing success, and monitoring the progress of such plans.

Jim lives in Toledo Ohio and enjoys time with his wife and child; playing sports, working out, going to shows, travel and yes family financial planning.


Waddell & Reed is not affiliated with any other entities referenced herein.  07/18