Walker Hale

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 08/2021 → 06/2022
  Master Investment Learning Center
  Knoxville, TN
• 09/2019 → 11/2021
  Chipotle
  Knoxville, TN
• 06/2021 → 08/2021
  J.P. Morgan
  Houston, TX
• 05/2019 → 08/2019
  Capitol Aggregates
  San Antonio, TX
• 09/2018 → 05/2019
  University Of Tennessee College Of Law
  Knoxville, TN
• 08/2018 → 06/2022
  University Of Tennessee, Knoxville
  Knoxville, TN
• 09/2021 → 05/2022
  Walker Hale
  Knoxville, TN
• 09/2016 → 07/2018
  Unemployed
  Boerne, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Walker Hale
• Walker William Hale