Delta Jones-Walker
Delta Jones-Walker is a registered investment advisor at Osaic Wealth, INC., based in Highland, IN, with 30 years of industry experience. Delta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3801 Ridge Road, Highland, IN, 46322
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
February 2010Customer Dispute
July 2009Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Delta advises clients, prepares financial plans, and sells insurance and annuity products through ATLED Financial LLC, taking up more than full-time hours. Delta also serves on the boards or committees of several non-profit and community organizations, including Community Health Net, Howard University Alumni, St. John Baptist Church, Links Incorporated, and Legacy Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Chatfield Dean & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 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.