Andrew Jay Walker

Employer firm

Guidance Point Advisors, LLC CRD 148768

$558M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 12/2008 → Present
  Multnomah Group, Inc.
  Portland, ME
• 12/2008 → Present
  Acacia Associates Inc.
  Portland, ME
• 02/2012 → Present
  Guidance Point Retirement Services, Llc
  Portland, ME
• 08/2013 → Present
  Guidance Point Advisors, Llc
  Portland, ME

Previous Registrations

• 2008-12-17 → 2012-08-03
  Multnomah Group, Inc.
  Portland, ME
• 2006-06-02 → 2008-09-22
  Pentegra Investors, Inc.
  Shelton, CT
• 2002-08-07 → 2004-04-22
  Invesmart Advisors Inc
  Portland , ME

Other Businesses

A.J. IS THE PRESIDENT AND ONLY SHAREHOLDER OF ACACIA ASSOCIATES INC. HE PROVIDES RETIREMENT PLAN DESIGN AND CONSULTING SERVICES AS WELL AS MANAGEMENT AND MARKETING CONSULTING SERVICES TO SMALL AND MID SIZE ORGANIZATIONS. HE SPENDS 30% OF HIS TIME DURING NORMAL WORKING HOURS (8:00AM - 5:00PM) ON THESE SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-10
• S63 Uniform Securities Agent State Law Examination
  2001-12-05

Other Names

• Andrew Jay Walker
• A.J. Walker