James Mcgee Walker

Current Employers

Employment History

• 01/2007 → Present
  Lpl Financial Llc
  Memphis, TN
• 12/2009 → 08/2017
  Orion Federal Cu (Formerly: Memphis Area Teachers Credit Union)
  Memphis, TN
• 03/2017 → Present
  Swg Advisory Services, Llc
  Memphis, TN
• 08/2017 → Present
  Strategic Advisory Services
  Memphis, TN
• 03/2020 → 10/2023
  First Bank
  Memphis, TN

Previous Registrations

• 2004-11-12 → 2007-01-04
  Banc Of America Investment Services, Inc.
  Memphis, TN
  Memphis, TN
• 2004-03-11 → 2004-11-23
  Raymond James & Associates, Inc.
  Memphis, TN

Other Businesses

1. 11/30/2006: Strategic Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2. 12/23/2011: - Not Inv Rel - Business Owner - 2% OF TIME SPENT - Publishing a monthly magazine Promoting the works and needs of not for profits in the Memphis area. 3. 06/13/2012: Eden Spa and Salon - MEDICAL - NOT TIME SPENT - CO-OWNER 4. 9/1/2017 - Strategic Advisory Services - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - Started 08/15/2017 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Strategic Advisory Services LLC, an independent investment advisor firm. I started this business activity in 08/15/2017. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/5/2017 - Investment Related - Memphis, TN - Real Estate Rental - Started 11/15/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Own a home to offer in AirBNB. 6. 09/06/2023 - Jim Walker and Alston Meeks dba 901RollsRoyce.com - Rep's Business - Co-Owner - Not Investment Related - At Reported Business Location(s)- Start Date 04/01/2023 - 1 Hour Per Month/ 0 Hours During Trading 7. 07/03/2025 - Elvis Loves Memphis - Other - Documentary Film Production - Not Inv rel - PlaceMemphis, TN - Start date: 07/01/2025 - 0 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-24
• S63 Uniform Securities Agent State Law Examination
  1996-12-06

Other Names

• James Mcgee Walker
• Jim Walker
• James M Walker