Broker Check
Jeff Harper

Jeff Harper

Area Sales Leader

As an Area Sales Leader at Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include:

  • Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.
  • Coaching financial advisors as they seek to build efficient, unique and growing practices.
  • Removing roadblocks that impede field leader and financial advisor success.
  • Executing frontline supervision, identifying and addressing supervisory issues as needed.
  • Guiding financial advisors in developing succession strategies as they plan for their own retirement.
  • Encouraging financial advisors to maintain a balanced approach to business and personal goals.

I have been in the Financial Services Industry for over 27 years. I graduated from Ohio Wesleyan University with a Bachelor of Arts in Economics Management. I have lived in Cincinnati with my wife and 3 children for the last 17 years and am actively involved in the West Chester community through numerous family activities including church and youth sports.


Waddell & Reed is not affiliated with any other entities referenced.  08/20