Waddell & Reed, Southlake, TX

Waddell & Reed, Inc.
Investing. With A Plan.

Welcome to my website, My name is Jimmy Apodaca and I am the Managing Principal for our offices in Southlake and North Dallas.

I graduated from West Point in 1985 and served in the 82nd Airborne Division at Fort Bragg.  I separated from the military and worked as an engineer for 10 years in Amarillo, TX.   I then decided to pursue my passion to become a Financial Advisor to help families with their financial goals.  I moved to the metroplex 7 years ago with my wife and 4 daughters to manage the Southlake, TX location.

If you are thinking about changing careers to become a Financial Advisor or if you are currently working in this career and are considering changing broker/dealers - I would welcome the opportunity to visit with you about what Waddell & Reed has to offer and see if we are a good fit for your career goals.  There are links below with more information for each career path.

More information for Career Changers:


More information for Experienced Professionals:

Please follow this link to hear what Waddell & Reed Advisors have to say:


More detailed information is available at the following link:



Jimmy Apodaca

Managing Principal


Waddell & Reed, Inc.

1050 E State Hwy 114,Suite 250

Southlake, TX 76092

Office (817) 310-5545

Office (888) 718-7185




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