Delta Francine Jones-Walker

Current Employers

Employment History

• 05/2010 → 01/2024
  Woodbury Financial Services, Inc
  Lisle, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Highland, IN

Previous Registrations

• 2010-05-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lisle, IL
  Highland, IN
• 1999-11-24 → 2010-02-18
  Equitable Advisors, Llc
  Oak Brook, IL
  Franklin, TN
  Oakbrook, IL
  Oak Brook, IL

Other Businesses

1) DBA ATLED FINANCIAL LLC. POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 06/11/2011 ADDRESS: 3801 Ridge Rd Highland IN 46322 DESCRIPTION: Advise clients, prepare financial plans, sell insurance, sell managed accounts, sell variable annuities, and sell index annuities 2) COMMUNITY HEALTH NET POSITION: Board Member NATURE: Community Health Net is a 501cs not for not-for-profit committed to providing quality, accessible, and affordable healthcare. To the Northwest Indiana community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2017 ADDRESS: 1021 W. 5th Ave, Gary IN 46403 DESCRIPTION: To carry out the mission of CHN. The mission is to provide accessible, affordable, and quality health care services. 3) HOWARD UNIVERSITY ALUMNI CHARTER MEMBER POSITION: Board Member NATURE: We, the alumni of Howard University, do establish this alumni group of Northwest Indiana to foster and more fully realize our mission of engaging alumni and future alumni of our alma mater to maintain their connection to the University and to enhance the lifelong values of the HU experience. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2017 ADDRESS: 3711 Main Street, East Chicago IN 46312 DESCRIPTION: The Board shall be established and conduct business following a set of bylaws to be adopted by the Board. To foster and support the mission and preamble of the organization. 4) LINKS INCORPORATED POSITION: Member of the Finance and Budget Committee NATURE: LLC It is with great excitement and enthusiasm that I invite you to join the Central Area team by serving as a member of the Central Area Budget and Finance Committee. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2023 ADDRESS: 1200 Massachusetts Avenue NW, Washington DC 20005 DESCRIPTION: A member of the Central Area Budget and Finance Committee. 5) ST. JOHN BAPTIST CHURCH POSITION: Chairwoman on the Trustee Board NATURE: Non-Profit Religious INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 2457 Massachusetts St, Gary IN 46407, United States DESCRIPTION: Oversee all meetings 6) NATIONAL COALITION OF 100 BLACK WOMEN POSITION: Second VP NATURE: Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026 ADDRESS: 7415 Indian Boundary, Gary IN 46403, United States DESCRIPTION: responsibilities include fundraising, sponsorships, grants, donor engagement, and planning fundraising events, including the chapter's signature event in March 2027. 7) LINKS INCORPORATED POSITION: Program Committee Chair NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026 ADDRESS: 1200 Massachusetts Avenue NW, Washington DC 20005, United States DESCRIPTION: Develops the chapter's annual program plan with the president and members. Coordinates activities within the five program facets: Services to Youth, The Arts, National Trends and Services, International Trends and Services, Health and Human Services. Ensures programs support national and chapter priorities. Works with facet chairs to establish goals, timelines, budg

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-24
• S63 Uniform Securities Agent State Law Examination
  1994-01-20

Other Names

• Delta Francine Jones
• Delta Francine Jones
• Delta Walker
• Delta F. Jones-Walker