Jeremy WalkerCRD Number: 5527474
Current Firm: 360 Wealth Management, LLC
Jeremy Walker (CRD# 5527474) is an Investment Advisor Representative working at 360 Wealth Management, LLC in Burleson, TX and has over 9 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|360 Wealth Management||Dallas, TX||Apr 2017 - Current||1|
|Lpl Financial, LLC||Burleson, TX||May 2015 - Current||2|
|Maverick Wealth Management||Burleson, TX||May 2015 - Current||2|
|Ameriprise Financial Services, Inc.||Burleson, TX||Apr 2008 - May 2015||7|
|Energy Title Group||Justin, TX||Jan 2008 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Judgments / Liens
Total Assets Under Management730MILLIONS
Total Number of Accounts4,217ACCOUNTS
Average Account Value$173,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MN, MO, MS, NC, NE, NH, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA
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