Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob C. Walker is a financial professional with J.P. Morgan Securities LLC. Jacob is registered with the state of Arizona and 52 other states. Jacob has been in the financial industry for more than two years. Jacob has Series 63, 6TO and SIE licenses. Jacob specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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AZ
02/08/2022 - Present
J.p. Morgan Securities LLC (PHOENIX AZ)
BC
Issued 03/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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