Jeffrey James Walker
Investment adviser representative at Assetmark, Inc.
17 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
Are you Jeffrey James 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Assetmark, Inc.Jul 2021 to now
- Assetmark Brokerage, LLCApr 2019 to now
- Assetmark Financial Holdings, IncApr 2019 to now
- Global Financial Private Capital, LLCAug 2011 to Apr 2019
- Aviance Capital Management, LLCMay 2011 to Dec 2016
- Global Financial Advisory, LLCMar 2009 to May 2022
- Gf Investment Services, LLCMar 2009 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 5696654
- Firm CRD
- 109018