Cherokee & Walker Management

Cherokee & Walker Management (CRD# 160962) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $85,277,923 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $21,319,481
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Cherokee & Walker Management
Showing 1 - 5 of 5 top financial advisors.
1
James W. Jenkins
CRD#: 1032268
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
96
Wealthminder
score

James Jenkins (CRD# 1032268) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 35 years of experience in the finance industry.

2
Ryan M. Spencer
CRD#: 3227565
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
93
Wealthminder
score

Ryan Spencer (CRD# 3227565) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 18 years of experience in the finance industry.

3
Paul K. Erickson
CRD#: 1569432
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
89
Wealthminder
score

Paul Erickson (CRD# 1569432) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 4 years of experience in the finance industry.

4
Shane R. Peery
CRD#: 6029116
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
89
Wealthminder
score

Shane Peery (CRD# 6029116) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 4 years of experience in the finance industry.

5
James B. Jenkins
CRD#: 6029120
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
77
Wealthminder
score

James Jenkins (CRD# 6029120) is an Investment Advisor Representative working at Cherokee & Walker Management in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.