Jonathan Morris Walker
Investment adviser representative at Paul Winkler, Inc.
20 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you Jonathan Morris Walker? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Paul Winkler, Inc.Oct 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 11 states (AL, AR, CA, FL, GA, KY, MO, MS, NC, TN, VA).
Paul Winkler, Inc.
$1.3BAssets managed
2,459Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4171428
- Firm CRD
- 119342