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James Matthew Walker

Pathstone

Englewood, NJ

Boulder, CO

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Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-21
  • CO RA
    APPROVED
    Since 2024-04-21

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

1048 Pearl St Suite 450, Boulder, CO 80302 • 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
Crestone Securities Llc Boulder CO 03/2019 12/2020
University Of Colorado Boulder CO 08/2017 05/2019
Halliburton Brighton CO 01/2015 08/2017
Crestone Asset Management Llc Boulder CO 03/2019 03/2024
Crestone Asset Management Llc Boulder CO 01/2021 03/2024
Pathstone Boulder CO 04/2024 Present
  • 03/2019 → 12/2020
    Crestone Securities Llc
    Boulder, CO
  • 08/2017 → 05/2019
    University Of Colorado
    Boulder, CO
  • 01/2015 → 08/2017
    Halliburton
    Brighton, CO
  • 03/2019 → 03/2024
    Crestone Asset Management Llc
    Boulder, CO
  • 01/2021 → 03/2024
    Crestone Asset Management Llc
    Boulder, CO
  • 04/2024 → Present
    Pathstone
    Boulder, CO
Previous Registrations
  • 2021-02-10 → 2024-04-12
    Crestone Asset Management Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-10
  • S65 Uniform Investment Adviser Law Examination
    2021-02-10
Other Names
  • Matt Walker
  • James Matt Walker

View on SEC IAPD

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