Jeremy Walker
Jeremy Walker is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Montgomery, TX, with 17 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
15264 Hwy 105, Suite 170, Montgomery, TX, 77356
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is involved in several business activities, including Maverick Wealth Management (full-time), JJ Walker Investments (about a quarter of his time), JWH Management LLC (minimal time), Rolling Diamond W Ranch (a few hours per week), JJ Walker Arms (a few hours per week), JWH Partners LTD (minimal time), State Bar of Texas Grievance Committee (minimal time), CIRA (about half his time), and JJ Walker Insurance (a few hours per week). JJ Walker Insurance is related to insurance/benefits/human resources.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Advisor Resource Council
Maverick Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations24 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.