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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Richard Walker is an investment advisor representative at Thrive Capital Management, LLC. Jeffrey has over 17 years of experience in the financial industry and has held previous positions at Citizens Securities, Inc., Client One Securities LLC, and LPL Financial LLC. Jeffrey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Jeffrey holds Series 7, 9, 10, 24, 51, and 66 licenses. Jeffrey is registered with the state of Pennsylvania and New Jersey.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
07/26/2019 - Present
Thrive Capital Management, LLC (FORT WASHINGTON PA)
PA
06/29/2016 - 07/16/2018
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
01/04/2016 - 06/28/2016
CLIENT ONE SECURITIES LLC (Yardley PA)
NJ
02/25/2011 - 01/29/2016
LPL FINANCIAL LLC (MARLTON NJ)
PA
05/08/2007 - 02/28/2011
SECURITIES AMERICA, INC. (LANGHORNE PA)
PA
08/21/2002 - 05/10/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CAMP HILL PA)
MN
08/21/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/24/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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