John
Walker
Cwa Asset Management Group
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About this Advisor
John Walker is a financial advisor based in Jacksonville, Florida, working with Cwa Asset Management Group. John has previously held positions at Fidelity Brokerage Services LLC, Varsity Tutors, Cwa Asset Management Group, and Fidelity Personal And Workplace Advisors. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, John is part of Cwa Asset Management Group, which operates out of Jacksonville, Florida. The firm has 3 offices and 51 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Cwa Asset Management Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,531,719,656
51
3,512
$720,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
John Walker Work History
Varsity Tutors
Cwa Asset Management Group
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of John Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwa Asset Management Group
Naples, FL
Jacksonville, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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