Jessica Walker
Jessica Walker is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in New Braunfels, TX, with 5 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
391 Landa St, Suite 1116, New Braunfels, TX, 78130
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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
Jessica is an insurance broker appointed with outside carriers to broker non-registered insurance products, dedicating a few hours per week. She is also the Vice Chairman of the New Braunfels Women's Business Alliance and operates under the DBA name of Wohlstand Wealth Strategies, LLC for selling New York Life products and services as well as brokering non-registered insurance products.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations18 states
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