Jeffrey M. Walters
Professional summary
Jeffrey Mark Walters, CFP®, who also goes by Jeff Mark Walters, Jeff Mark Walters, was a registered financial advisor .
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2004
Experience
June 1, 2026 - Present
Office #1: 14205 Se 36th Street Suite 100, Bellevue, WA 98006
August 2, 2021 - May 20, 2022
BADGLEY PHELPS WEALTH MANAGERS
July 29, 2015 - August 1, 2021
BADGLEY PHELPS WEALTH MANAGERS
October 23, 2000 - May 28, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
September 25, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
September 25, 2000 - May 28, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
January 4, 2000 - September 13, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2026)
Exams
Current firm
No current employment
Red Flags
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