James Thomas Walker
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 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 assetsHourlySubscriptionFixed 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
11 years in the industry.
- Edelman Financial EnginesJun 2026 to now
- Fellowship Financial PlanningFeb 2025 to Mar 2026
- Forster FinancialJun 2024 to Oct 2024
- Idaho Central Credit UnionJan 2024 to May 2024
- Dick's Sporting GoodsJun 2023 to Aug 2023
- Whitworth UniversityAug 2021 to Jun 2025
- Mt. Diablo Unified School DistrictDec 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 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
- 7939485
- Firm CRD
- 104510