Jayson Walker
Jayson Walker is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 25 years of industry experience. Jayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9059 E Bahia Dr, Scottsdale, AZ, 85260
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Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Jayson is the Executive Vice-President of Netvest Financial, LLC, an SEC registered investment advisory firm that also provides trust services, dedicating full-time hours to this role. He also sells fixed insurance products, including life and health insurance, and works as a representative for Integrated Trust Systems and an Electronic Return Originator for NetTax LLC, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Netvest Financial, L.L.C.
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Legacy Financial Services, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.