JW
JW

Joy Walker

9 Years of Experience
Sarasota, FL
Broker

Joy Walker is a registered investment advisor at Assetmark, INC., based in Sarasota, FL, with 9 years of industry experience. Joy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

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

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Location

Sarasota, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joy is a Senior Premier Elite Team Leader at AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC, since April 2019. This role with AssetMark Financial Holdings, Inc. takes up a full-time commitment.

Employment History
Current Registrations
Assetmark, INC.
March 2021 - Present · 5 yrs 4 mos
Assetmark Brokerage, LLC
January 2021 - Present · 5 yrs 6 mos
Assetmark Brokerage, LLCBroker
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Global Financial Private Capital, INC.
December 2016 - August 2020 · 3 yrs 8 mos
G.F. Investment Services, LLCBroker
August 2016 - April 2019 · 2 yrs 8 mos
State Registrations1 state
FL
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.