Grant D Walker

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 03/2024
  Morgan Stanley
  New York, NY
• 06/2021 → 06/2021
  Cfg Wealth Management
  San Diego, CA
• 05/2019 → 08/2019
  Vans
  Santa Barbara, CA
• 12/2021 → 10/2022
  Unemployed
  Long Beach, CA
• 06/2021 → 08/2021
  Sovereign Wealth Funds Institute
  Remote, NV
• 08/2020 → 12/2021
  Penn State
  Remote, PA
• 08/2017 → 08/2020
  Santa Barbara City College
  Santa Barbara, CA
• 08/2016 → 05/2017
  University Of Arizona
  Tucson, AZ
• 05/2017 → 08/2017
  Vons
  Long Beach, CA
• 04/2024 → 07/2024
  Unemployed
  New York, NY
• 08/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-19
• S63 Uniform Securities Agent State Law Examination
  2023-02-06