JW
Jayson C. Walker
NETVEST FINANCIAL, L.L.C.
Scottsdale, AZ 85260
Some features on this profile are disabled
CRD#: 1663961
JW
Professional summary
Jayson Call Walker SR, who also goes by Jayson Call Walker, is a registered financial advisor currently at NETVEST FINANCIAL, L.L.C. located in Scottsdale, Arizona and CETERA INVESTMENT ADVISERS LLC located in Scottsdale, Arizona.
Jayson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jayson has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jayson Call Walker
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.NAME OF OTHER BUSINESS: NETVEST FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT ALSO PROVIDES TRUSTS SERVICES POSITION/TITLE/RELATIONSHIP: EXECUTIVE VICE-PRESIDENT START DATE: 07/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND HEALTH 3. NAME OF OTHER BUSINESS: NETVEST FINANCIAL, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/1996 POSITION/TITLE/RELATIONSHIP: EVP APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADVISOR - PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: INTEGRATED TRUST SYSTEMS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST DOCUMENT PROVIDER START DATE: 01/2000 POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: REPRESENTATIVE; 5. NAME OF OTHER BUSINESS: NETTAX LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: ELECTRONIC RETURN ORIGINATOR (ERO); APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: AS ERO FOR NETTAX LLC REP IS LISTED & APPROVED WITH THE IRS FOR ELECTRONIC FILING OF TAXES;
CRS (Client Relationship Summary) - RIA
Click below to view Jayson Call Walker SR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 8, 2015 - Present
NETVEST FINANCIAL, L.L.C.
Office #1: 9059 E. Bahia Drive, Scottsdale, AZ 85260RIA
CRD#: 170100
Scottsdale, AZ
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 9059 E Bahia Dr, Scottsdale, AZ 85260RIA
CRD#: 105644
SCOTTSDALE, AZ
Current
March 3, 2020 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9059 E Bahia Dr, Scottsdale, AZ 85260BD
CRD#: 13572
Scottsdale, AZ
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
March 5, 2020 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
SCOTTSDALE, AZ
Past
September 27, 2013 - March 13, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
SCOTTSDALE, AZ
Past
September 26, 2013 - March 13, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
SCOTTSDALE, AZ
Past
August 17, 2012 - October 1, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SCOTTSDALE, AZ
Past
August 17, 2012 - October 1, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SCOTTSDALE, AZ
Past
November 25, 2009 - September 11, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
SCOTTSDALE, AZ
Past
May 16, 2008 - September 11, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
SCOTTSDALE, AZ
Past
August 13, 2007 - May 19, 2008
CETERA ADVISORS LLC
RIA
CRD#: 10299
SCOTTSDALE, AZ
Past
July 18, 2007 - May 19, 2008
CETERA ADVISORS LLC
BD
CRD#: 10299
SCOTTSDALE, AZ
Past
July 12, 2000 - July 18, 2007
LEGACY FINANCIAL SERVICES, INC.
BD
CRD#: 38697
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(7/8/2015)
RR
Arizona(3/4/2020)
RR
California(3/3/2020)
RR
Colorado(4/16/2020)
RR
Florida(5/20/2020)
RR
Georgia(4/3/2020)
RR
Hawaii(7/18/2022)
RR
Illinois(3/29/2023)
RR
Indiana(3/20/2020)
RR
Iowa(3/4/2020)
RR
Kansas(3/4/2020)
RR
Massachusetts(5/13/2020)
RR
Minnesota(5/26/2020)
RR
Missouri(2/14/2025)
RR
Nebraska(3/4/2020)
RR
Nevada(5/27/2020)
RR
New Hampshire(8/28/2024)
RR
New Jersey(3/5/2020)
RR
New Mexico(3/6/2020)
RR
New York(3/25/2020)
RR
North Carolina(4/8/2020)
RR
North Dakota(5/1/2024)
RR
Ohio(3/5/2020)
RR
Pennsylvania(3/3/2020)
RR
Tennessee(3/5/2020)
RR
Texas(3/5/2020)
IAR
Texas(6/29/2023)
RR
Utah(3/3/2020)
RR
Virginia(4/8/2020)
RR
Washington(4/9/2020)
RR
Wisconsin(3/25/2020)
RR
Wyoming(3/4/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
