Waddell & Reed, Inc. - Helping to Build A Solid Foundation Together

19020 33rd Ave W #480
Lynnwood, WA 98036
  • (425) 774-9053 x 116
  • (425) 744-0659

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Please feel free to contact us with any questions.

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Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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Our Team

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

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On behalf of our team of Shari, Jim, Gail and Simon, we would like to welcome you to our website.

As part of a comprehensive financial services firm, we are committed to providing professional, straight forward and personal attention to our client's every financial need.  While history has shown that markets are volatile, the need for professional advice remains.  We are advisors for all aspects of your financial lives including critical financial questions as well as life's accomplishments.

TO OUR CLIENTS, we welcome you and thank you for your trust and your introductions to friends and family.  We appreciate your business and your most sincere compliment of introducing us to people you care about.  We wil treat them with respect and professionalism.

IF THIS IS A FIRST VISIT TO OUR WEBSITE, we hope it shows our culture.  We have done our best to answer any questions you may have and to introduce you to our unique approach to planning, advice and service. We hope to meet with you soon!

Shari and Jim Jenkins have over 36 years combined service with Waddell & Reed.  Their focus since day one has been to assist their clients in reaching their financial goals and dreams.


Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor.

Waddell & Reed and Greater Puget Sound Solutions are unaffiliated entities.