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




College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

Weighing Price and Earnings

Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

More Newsletters →