Jacob William Walker
Investment adviser representative at M1 Advisory
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- M1 AdvisoryJul 2024 to now
- M1 Finance, LLCJul 2024 to now
- Naples Wealth Strategies GroupDec 2022 to Jul 2024
- Raymond James Financial Services Advisor, LLCNov 2022 to Mar 2024
- Raymond James Financial ServicesMay 2021 to Mar 2024
- University of South FloridaJun 2018 to May 2022
- Naples High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
M1 Advisory
Legal name: M1 Advisory Services LLC
$1.5BAssets managed
11,400Clients
9Advisers
11 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
- 7597592
- Firm CRD
- 249787