JW
JW

Jacquelyn Walker

6 Years of Experience
La Jolla, CA
Broker

Jacquelyn Walker is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4225 Executive Square Suite 570, [Satellite], La Jolla, CA, 92037

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jacquelyn works as a model and brand representative, a yoga instructor, a notary public, and provides pet care services. She also serves as the executor for her father's estate, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
June 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2019 - Present · 6 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.