Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Reginald Walker is a financial advisor who has been working in the industry since 2001. Kevin currently works for J.P. Morgan Securities LLC, a firm with more than $50 billion in assets under management, and TD Private Client Wealth LLC. Kevin is registered with FINRA as a General Securities Representative and as a Registered Investment Adviser, with licenses in New Jersey, Pennsylvania, Delaware, Florida, New York and North Carolina. Kevin has experience working with clients of all types, including individuals, businesses, and institutions. Kevin provides financial planning and portfolio management services to clients.
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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2
NJ
02/12/2025 - Present
J.p. Morgan Securities LLC (HILLSIDE NJ)
NY
06/24/2015 - 12/21/2021
MORGAN STANLEY (PURCHASE NY)
NJ
10/10/2012 - 11/13/2014
VALIC FINANCIAL ADVISORS, INC. (BEDMINSTER NJ)
NJ
12/22/2011 - 06/21/2012
PNC INVESTMENTS (MILLBURN NJ)
NJ
04/01/2008 - 11/09/2010
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NJ
06/14/2006 - 03/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
IL
11/18/2003 - 03/10/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
09/19/2002 - 08/06/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
05/01/1998 - 03/28/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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