Jeffery Walker, financial advisor Mountain View WY
88 score

Jeffery Walker

CRD Number: 5346902
Current Firm: Allegis Investment Advisors, LLC

Jeffery Walker (CRD# 5346902) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Mountain View, WY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Services Logan, UT Feb 2015 - Current 1
Allegis Investment Advisors, LLC Idaho Falls, ID Aug 2014 - Current 2
Quality Care Mountainview, WY Oct 2008 - Current 8
Fondell Lehi, ID Apr 2008 - Oct 2008 < 1
Beneficial Investment Services, Inc. Orem, UT May 2007 - Apr 2008 < 1
Beneficial Financial Group Orem, UT May 2007 - Apr 2008 < 1
Boswell Wasatch Mill Springville, UT Aug 2006 - May 2007 < 1
J & R Mill Inc. Ogden, UT May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Jeffery L. Walker
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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