Jennifer Walker, financial advisor Phoenix AZ
90 score

Jennifer Walker

CRD Number: 6284293
Current Firm: Longboard Asset Management

Jennifer Walker (CRD# 6284293) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Longboard Asset Management Phoenix, AZ Dec 2011 - Current 6
Longboard Asset Management Phoenix, AZ Aug 2011 - Nov 2011 < 1
Unemployed Phoenix, AZ Aug 2010 - Aug 2011 1
Hsbc London, May 2008 - Jul 2010 2
Hsbc Phoenix, AZ May 2005 - Apr 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Jennifer L. Walker
Phone Number: 800-290-8319
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $156,993,332
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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