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Jesse Tyler Walker

Principal Advised Services

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About Jesse Tyler Walker

Jesse Walker is a financial advisor registered with Principal Advised Services and holds licenses in both Broker-Dealer (BC) and Investment Advisor (IA) capacities. Jesse has been in the financial industry since March 9, 2020. Jesse is registered in 51 states and District of Columbia for Broker-Dealer and in Iowa and North Carolina for Investment Advisor. Jesse also holds multiple industry exams, including Series 63, Series 66, Series 7, Series 6 and the SIE. Jesse's previous work experience includes roles at Wells Fargo Clearing Services, LLC, RHI General Group, University of North Carolina at Charlotte, and Butler High School.

Firm Information

Jesse Walker is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Jesse Walker’s Registration & Firm History

NC

05/23/2024 - Present

Principal Advised Services (MONROE NC)

NC

02/28/2020 - 04/08/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Tyler Walker.
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