Jared
Walker

Financial Advocates Investment Management

CRD#6158565
Investment Advisor
in Rock Springs, WY

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About this Advisor

Jared Walker is a financial advisor based in Rock Springs, Wyoming, working with Financial Advocates Investment Management. Jared has previously held positions at Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Jason Radakovich, Lpl Financial, LLC, and Financial Advocates Investment Management. Jared has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Texas, and Wyoming. Currently, Jared is part of Financial Advocates Investment Management, which operates out of Rock Springs, Wyoming. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1575 Dewar Street Suite 210
Rock Springs, WY 82901

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,854,677,483

WY Average: $3,566,627,242
Total Number of Employees

99

WY Average: 46
Total Number of Accounts

19,268

WY Average: 1,499
Average Account Size

$200,056

WY Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jared Walker Work History

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Financial Advocates Investment Management

2015 - 2017 (2 years)

Jason Radakovich

2013 - 2017 (4 years)

Waddell & Reed Inc

2013 - 2017 (4 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Please visit the SEC profile of Jared 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 Financial Advocates Investment Management

Brian Jacobus
Olympia, WA
Grant Smith
Olympia, WA
Jason Berglund
Sequim, WA
Brock Bennion
Olympia, WA
James Morrison
Yakima, WA
Thomas Delaney
Olympia, WA
Crystal Beineke
Edmonds, WA
Travis Stolcis
Olympia, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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