Jacob Patrick Walsh
Investment adviser representative at Hennion & Walsh Asset Management, Inc.
13 yearsExperience
1 stateRegistered in
$768.8MFirm assets
23 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hennion & Walsh Asset Management, Inc.Mar 2025 to now
- Hennion & WalshAug 2023 to now
- UnemployedMar 2023 to Aug 2023
- University of DelawareApr 2022 to Mar 2023
- UnemployedAug 2021 to Apr 2022
- PotstickersMay 2021 to Aug 2021
- UnemployedJul 2013 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Hennion & Walsh Asset Management, Inc.
$768.8MAssets managed
1,099Clients
71Advisers
23 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
- 7771941
- Firm CRD
- 126236