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James J Walker

Edward Jones

Mineral Wells, TX

CRD 1735923

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-12-12
  • TX RA
    APPROVED
    Since 2006-12-12

Branch Locations

511 E Hubbard St Suite A, Mineral Wells, TX 76067 • 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
Edward Jones St Louis MO 05/2000 Present
Other Businesses

Elmwood Cemetery Inc Mineral wells, TX Start date: 11/6/2015 Board member Hours per week: 0 Hours during trading: 0 Attend quarterly board meetings. PALO PINTO WATER CORPORATION PALO PINTO, TX Start date: 1/1/2014 BOARD MEMBER Hours per week: 0 Hours during trading: 0 MONTHLY BOARD MEETING SECOND TUESDAYS 7PM. JAMES J WALKER RANCH Type of business: LIVESTOCK MINERAL WELLS, TX Start date: 1/1/1995 OWNER Hours per week: 4 Hours during trading: 0 Check on cattle, hunting lease.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-29
S65 Uniform Investment Adviser Law Examination 1995-02-08
S63 Uniform Securities Agent State Law Examination 1987-10-29
  • S66 Uniform Combined State Law Examination
    2006-12-29
  • S65 Uniform Investment Adviser Law Examination
    1995-02-08
  • S63 Uniform Securities Agent State Law Examination
    1987-10-29
Other Names
  • Jimmy Walker
  • James J Walker
  • James Jesse Walker

View on SEC IAPD

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