Jeffrey Walker is a registered investment advisor at Assetmark, INC., based in Sarasota, FL, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works full-time as a portfolio manager at AssetMark, Inc., a registered investment advisor. He also serves as a Director at Large for the CFA Society Tampa Bay, dedicating minimal time to this role.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Assetmark Brokerage, LLC
Previous Registrations
Global Financial Private Capital, INC.
Aviance Capital Management, LLC
G.F. Investment Services, LLCBroker
State Registrations1 state
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