JW
Jeremy J. Walker
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Burleson, TX 76028
Some features on this profile are disabled
CRD#: 5527474
JW
Professional summary
Jeremy Joe Walker is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Burleson, Texas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Burleson, Texas.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeremy has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) MAVERICK WEALTH MANAGEMENT, 255 Elk Dr., Suite D, Burleson TX 76028, 01/2025, PRESIDENT, OWNER, INV REL, 160 HR/MO - 160 HR/MO TRADING. 2) JJ WALKER INVESTMENTS, LLC, 3008 Freeman Ln, Crowley TX 76036, 01/2025, OWNER, ADMINISTRATIVE, NIR, 40 HR/MO - 40 HR/MO TRADING. 3) JWH MANAGEMENT LLC, 13618 Old Stoney Rd, Ponder TX 76259, 01/2025, VICE PRESIDENT, REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING. 4) ROLLING DIAMOND W RANCH, 13618 Old Stoney Rd, Ponder TX 76259, 01/2025, PRESIDENT, AGRICULTURE, NIR, 10 HR/MO - 0 HR/MO TRADING. 5) JJ WALKER ARMS, 3008 Freeman Ln, Crowley TX 76036, 01/2025, PRESIDENT, FIREARMS, NIR, 10 HR/MO - 0 HR/MO TRADING. 6) JWH PARTNERS LTD, 13618 Old Stoney Rd, Ponder TX 76259, 01/2025, VICE PRESIDENT, REAL ESTATE, NIR, 2 HR/MO - 0 HR/MO TRADING. 7) STATE BAR OF TEXAS GRIEVANCE COMMITTEE, Austin TX 78701, 01/2025, MEMBER, VOLUNTEER, NIR, 4 HR/MO - 4 HR/MO TRADING. 8) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 9) JJ WALKER INSURANCE, 255 Elk Dr., Suite D, Burleson TX 76028, 01/2025, Owner, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Joe Walker'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
January 15, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 255 Elk Dr. Apt D, Burleson, TX 76028RIA
CRD#: 134139
Burleson, TX
Current
January 15, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 255 Elk Dr. Ste. D, Burleson, TX 76028BD
CRD#: 39543
Burleson, TX
Past
August 16, 2021 - January 17, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Burleson, TX
Past
August 16, 2021 - January 17, 2025
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Burleson, TX
Past
April 4, 2017 - August 16, 2021
ADVISOR RESOURCE COUNCIL
RIA
CRD#: 164109
Burleson, TX
Past
June 10, 2015 - March 22, 2017
MAVERICK WEALTH MANAGEMENT
RIA
CRD#: 226664
BURLESON, TX
Past
May 14, 2015 - August 27, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BURLESON, TX
Past
May 7, 2015 - July 20, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
BURLESON, TX
Past
September 10, 2008 - May 28, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BURLESON, TX
Past
July 7, 2008 - May 28, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BURLESON, TX
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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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
RR
Alabama(1/15/2025)
RR
Arizona(1/15/2025)
RR
Arkansas(1/15/2025)
RR
California(1/15/2025)
RR
Colorado(1/15/2025)
RR
Connecticut(1/15/2025)
RR
Delaware(1/29/2025)
RR
Florida(11/5/2025)
RR
Indiana(1/15/2025)
RR
Kansas(1/15/2025)
RR
Louisiana(1/15/2025)
RR
Maine(1/15/2025)
RR
Maryland(1/15/2025)
RR
Massachusetts(3/18/2025)
RR
Michigan(1/15/2025)
RR
Missouri(1/15/2025)
RR
North Carolina(1/17/2025)
RR
Ohio(9/2/2025)
RR
Oklahoma(1/15/2025)
RR
Oregon(1/19/2025)
RR
South Carolina(1/15/2025)
RR
Texas(1/15/2025)
IAR
Texas(1/15/2025)
RR
Utah(11/5/2025)
RR
West Virginia(1/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Burleson, TX 76028TRUST BUT VERIFY
Monitor Jeremy Walker
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
