Jordan Jeffrey Walters
Investment adviser representative at Oneseven
13 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- OnesevenAug 2023 to now
- One Seven dba Community Financial Advisors Inc.Aug 2023 to now
- Community Educational FundingJan 2023 to now
- UnemployedNov 2022 to Jan 2023
- Capitol Financial SolutionsMar 2022 to Nov 2022
- Amazon Inc.Jun 2021 to Sep 2021
- UnemployedJan 2019 to Mar 2022
- Wilsons LeatherNov 2017 to Jan 2019
- UnemployedAug 2013 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 7512500
- Firm CRD
- 283087