Jacob Walthour
Professional Summary
Jacob Walthour, who also goes by Jacob Nmn Walthour Jr., Jacob No Middle Name Walthour Jr, Jacob Walthour Jr, Jacob Walthour Jr., Jacob Walthour, Jake Walthour, was a registered financial advisor. Jacob was a previously registered financial professional and started their career in finance 1995 - 2023. Jacob had worked at 7 firms and has passed the Series 66, Series 63, Series 79TO, Series 7, Series 31 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacob Nmn Walthour Jr., Jacob No Middle Name Walthour Jr, Jacob Walthour Jr, Jacob Walthour Jr., Jacob Walthour, Jake Walthour
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
BLUEPRINT CAPITAL MARKETS | GOVDESK, LLC
Contact Information
Established
California since 09/30/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MANZO, MARK THOMAS | FINOP / PFO / POO | 1229739 |
| WALTHOUR, JACOB NMN JR. | CEO, GENERAL SECURITIES PRINCIPAL, CCO | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2022About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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