Jacob
Walter

Clearbridge Investments, LLC

CRD#4521709
Investment Advisor
in Dallas, TX
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About this Advisor

Jacob Walter is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor with Clearbridge Investments, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Walter holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Walter is able to act as a financial advisor in Texas. Throughout their career, Walter has worked at Ivy Funds Distributor Inc, Waddell & Reed Inc, Legg Mason Investors Services, LLC, Clearbridge Investments and Legg Mason & Co. LLC. Clearbridge Investments, LLC is headquartered in Dallas, Texas, and operates out of four other offices across the nation. In aggregate, Clearbridge Investments, LLC manages $130 billion in assets dispersed across 114,708 accounts and employs more than 186 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 114,650 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Clearbridge Investments, LLC can provide portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

3100 Carisle Street Apt. 12121
Dallas, TX 75204

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Clearbridge Investments, LLC Brokerage Details

Total Assets Under Management

$130,388,146,967

TX Average: $7,464,549,021
Total Number of Employees

186

TX Average: 88
Total Number of Accounts

114,708

TX Average: 3,892
Average Account Size

$1,136,696

TX Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jacob Walter Work History

Jacob has 11 years of experience.

2016 - Present (3 years)

Legg Mason Investors Services, LLC

2016 - Present (3 years)

Clearbridge Investments

2016 - Present (3 years)

Legg Mason & Co. LLC

2007 - 2016 (9 years)

Ivy Funds Distributor Inc

2007 - 2016 (9 years)

Waddell & Reed Inc

Disclosures

Jacob Walter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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