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John Wilton Walker

LPl Financial LLC

Waynesboro, MS

CRD 7281926

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-03-22
MS RA APPROVED 2021-02-11
  • AL RA
    APPROVED
    Since 2021-03-22
  • MS RA
    APPROVED
    Since 2021-02-11

Branch Locations

812 Station St, Waynesboro, MS 39367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Joiner Insurance Waynesboro MS 03/2011 11/2020
Lpl Financial, Llc Waynesboro MS 11/2020 Present
  • 03/2011 → 11/2020
    Joiner Insurance
    Waynesboro, MS
  • 11/2020 → Present
    Waynesboro, MS
Other Businesses

1. 11/19/2020 - JOHN WALKER INSURANCE, LLC - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading -15%. 2. 11/19/2020 - Gandy's Evergreen Farms, LP - Investment Related - Other-Business Owner - Started 06/01/1997 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Holding Company for family farm land. All owners are relatives. 3. 8/23/2021 - J Walker Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 80 Hours Per Month/8 Hours During Securities Trading. 4. 07/17/2025 - Winchester Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/01/2025 -160 Hours Per Month- 8 Hours During Trading 5. 02/25/2026 - Windmill Hill Outfitters - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Waynesboro, MS - Start Date 11/01/2025 - 0 hours per month/ during trading 6. 02/25/2026 - J & W Specialties, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Waynesboro, MS - Start Date 01/01/2014 - 5 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
  • S66 Uniform Combined State Law Examination
    2021-02-05

View on SEC IAPD

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