linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey James Walker

Assetmark, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey James Walker

Jeffrey James Walker is a financial advisor with Assetmark, Inc., a company with over $65 billion in assets under management. Jeffrey has been in the financial services industry since 2009, and has experience with a variety of clients, including individuals, families, businesses, and charitable organizations. Jeffrey is registered with the state of Florida as an Investment Advisor Representative. Jeffrey has obtained the following industry licenses: Series 63, Series 65, Series 7, and SIE. Jeffrey is also a member of the CFA Society Tampa Bay. Prior to joining Assetmark, Inc. Jeffrey worked for GF Investment Services, LLC.

Firm Information

Jeffrey Walker is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Walker’s Registration & Firm History

FL

07/21/2021 - Present

Assetmark, Inc. (Sarasota FL)

FL

08/18/2009 - 04/17/2019

G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)

Not sure if Jeffrey James Walker is right for you?

Licenses & Designations

BC

Issued 03/09/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey James Walker.
Not sure if Jeffrey James Walker is right for you?