Jeffrey Walker (CRD# 5696654) is an Investment Advisor Representative working at Assetmark, Inc. in Sarasota, FL and has over 12 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Sarasota, FL | Apr 2019 - Current | 5 |
| Assetmark Brokerage, LLC | Sarasota, FL | Apr 2019 - Current | 5 |
| Global Financial Advisory, LLC | Sarasota, FL | Mar 2009 - May 2022 | 13 |
| Global Financial Private Capital, LLC | Sarasota, FL | Aug 2011 - Apr 2019 | 7 |
| Gf Investment Services, LLC | Sarasota, FL | Mar 2009 - Apr 2019 | 10 |
| Aviance Capital Management, LLC | Sarasota, FL | May 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- FL
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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