Jerry Lee Walker

Current Employers

Employment History

• 11/2007 → 11/2023
  Fsc Securities Corporation
  Weatherford, TX
• 08/1996 → 07/2020
  Jerry L Walker, Pc
  Weatherford, TX
• 07/2020 → Present
  Coburn, Chessher & Walker Cpas P.C.
  Weatherford, TX
• 11/2023 → Present
  Osaic Wealth, Inc.
  Weatherford, TX

Previous Registrations

• 2009-01-15 → 2023-11-03
  Fsc Securities Corporation
  Weatherford, TX
  Hudson Oaks, TX

Other Businesses

1) CHURCH, TRUSTEE: BEULAH BAPTIST CHURCH, FROM: 05/01/2008 INDEFINITE. 2) FLOCKBASE SOFTWARE LLC FORMERLY OWEN & WALKER SOFTWARE SOLUTIONS POSITION: Partner - NATURE: LLC taxed as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 3115 Fort Worth Hwy Ste 100, Weatherford TX 76087, United States DESCRIPTION: Software design. This LLC interest is owned by my CPA firm, Coburn & Walker CPAs P.C. 3) COX FINANCIAL GROUP POSITION: Other - Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 12/19/2019 ADDRESS: 3115 Ft Worth Hwy Ste 100, Weatherford TX 76087, United States DESCRIPTION: Registered Representative Activities. Insurance sales disclosed in Insurance OBAQ 4) COX FINANCIAL GROUP (INSURANCE) POSITION: Insurance agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2019 ADDRESS: 3115 Ft Worth Hwy Ste 100, Weatherford TX 76087, United States DESCRIPTION: Sell long term care and life & health insurance to tax clients and investment clients when the need arises. 5) SOFTWARE THAT WORKS LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2021 ADDRESS: 3115 Ft Worth Hwy Ste 100, Weatherford TX 76087, United States DESCRIPTION: Oversee the development and marketing of practice management software for CPA firms. 6) COBURN, CHESSHER & WALKER CPAS, P.C. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 08/01/1996 ADDRESS: 3115 Ft. Worth Hwy, Suite 100 Weatherford TX 76087, Weatherford TX 76087, United States DESCRIPTION: Accounting and Tax Preparation (CPA) 7) PARKER COUNTY SELF STORAGE LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: 3111 Ft Worth Hwy, HUDSON OAKS TX 76087, United States DESCRIPTION: I am a member-manager in this family-owned LLC that operates a self-storage facility. My brother, sister and I discuss high-level decisions regarding the business. My brother manages the operations of the business on a daily basis. 8) LISA W WALKER PRESERVATION TRUST POSITION: Trustee NATURE: This irrevocable trust was created and funded by my father (Gerald S Walker) for the benefit of my step-mother. My father has since passed and he named me as the successor trustee. The trust owns a couple of investments through Osaic and a single member LLC that owns a rent house. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: 3115 Ft Worth Hwy Ste 100, Weatherford TX 76087, United States DESCRIPTION: As trustee of the trust, I ensure that the rent check is deposited and the monthly support distribution to my step-mother is distributed. 9) 5J FAMILY IRREVOCABLE TRUST POSITION: Co-Trustee NATURE: Irrevocable family trust that owns two single member LLCs that own commercial real estate which is being leased to Parker County Self Storage LLC, which is an OBA that is already disclosed and approved. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: 3115 Ft Worth Hwy Ste 100, Weatherford TX 76087, United States DESCRIPTION: I am Co-Trustee of my dad's irrevocable trust. As a Co-Trustee, I occasionally meet with the other Co-trustees to discuss the trust's business. Since the trust owns two LLCs which own rental properties, those discussions primarily deal with how much rent the LLCs will charge for those rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-18
• S63 Uniform Securities Agent State Law Examination
  2007-12-05