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Jacob William Walker

M1 Advisory

Port Angeles, WA

Chicago, IL

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Current Employers
M1 Advisory

200 North Lasalle Street Suite 810, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-23
  • IL RA
    APPROVED
    Since 2024-07-23

Branch Locations

Port Angeles, WA • United States

200 North Lasalle Street Suite 810, Chicago, IL 60601 • 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
Raymond James Financial Services Naples FL 05/2021 03/2024
University Of South Florida Tampa FL 06/2018 05/2022
Naples High School Naples FL 08/2014 06/2018
Naples Wealth Strategies Group Naples FL 12/2022 07/2024
Raymond James Financial Services Advisor, Llc Naples FL 11/2022 03/2024
M1 Finance, Llc Chicago IL 07/2024 Present
  • 05/2021 → 03/2024
    Raymond James Financial Services
    Naples, FL
  • 06/2018 → 05/2022
    University Of South Florida
    Tampa, FL
  • 08/2014 → 06/2018
    Naples High School
    Naples, FL
  • 12/2022 → 07/2024
    Naples Wealth Strategies Group
    Naples, FL
  • 11/2022 → 03/2024
    Raymond James Financial Services Advisor, Llc
    Naples, FL
  • 07/2024 → Present
    M1 Finance, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-03
  • S66 Uniform Combined State Law Examination
    2022-11-03
Other Names
  • Jacob Walker

View on SEC IAPD

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