James A. Jessee serves as Independent Director of the Company. Mr. Jessee has been a director of the Company since July 2019. He has served as a director of YieldStreet Prism Fund Inc., a closed-end multi-asset fixed income fund managed by YieldStreet Management, LLC based in New York, New York since October 2019. He served as a member of the Management Committee of MFS Investment Management, an investment management company based in Boston, Massachusetts, from 2011 to 2018. Mr. Jessee was President of MFS Fund Distributors, Inc. from 2004 to 2018 and Co-Head of Global Distribution from 2011 to 2018. Prior to that, he held various positions with MFS from 1987 to 2004. Mr. Jessee also served on the board of the Investment Company Institute from 2014 to 2018. Mr. Jessee's term on the Board expires in 2022.
As the Independent Director of Waddell & Reed, the total compensation of James Jessee at Waddell & Reed is $107,381. There are 13 executives at Waddell & Reed getting paid more, with Daniel Hanson having the highest compensation of $3,292,080.
James Jessee is 62, he's been the Independent Director of Waddell & Reed since 2019. There are 4 older and 11 younger executives at Waddell & Reed. The oldest executive at Waddell & Reed Financial, Inc. is Dennis Logue, 76, who is the Independent Director.
James's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.
Over the last 24 years, insiders at Waddell & Reed have traded over $43,564,055 worth of Waddell & Reed stock and bought 16,270 units worth $403,978 . The most active insiders traders include Henry J Herrmann, Jerry W Walton a Keith A Tucker. On average, Waddell & Reed executives and independent directors trade stock every 46 days with the average trade being worth of $510,541. The most recent stock trade was executed by Amy J. Scupham on 10 January 2021, trading 2,426 units of WDR stock currently worth $60,601.
Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).
Waddell & Reed executives and other stock owners filed with the SEC include: