Jack Walker

BAM WEALTH MANAGEMENT LLC

LAKEWOOD, CO 80228

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CRD#: 7154644

Professional summary

Jack Walker, who also goes by Jack Henry Walker, is a registered financial advisor currently at BAM WEALTH MANAGEMENT LLC located in Lakewood, Colorado.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jack has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Henry 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.

BAM Advisory Group, Investment Related, 165 S Union Blvd # 424, Lakewood, CO 80228, Financial Planning & Insurance Sales, Service Advisor, Start Date 07/2022, 168 hrs/mn, 40 hrs/mn during trading hours, Services clients as well as advisors with reviews, taking notes, working with clients and possible trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Walker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 23, 2025 - Present

BAM WEALTH MANAGEMENT LLC

Office #1: 165 South Union Blvd Suite 675, Lakewood, CO 80228

RIA

CRD#: 330237

LAKEWOOD, CO

Past

July 20, 2022 - September 23, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Lakewood, CO

Past

September 27, 2021 - June 22, 2022

RISEMINT

RIA

CRD#: 289567

EVERGREEN, CO

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".

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/27/2021

Uniform Investment Adviser Law Examination

Current Firm

BAM WEALTH MANAGEMENT LLC

BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

165 South Union Blvd Suite 675, Lakewood, CO 80228

Mailing Address

Phone number

(303) 531-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BAM WEALTH MANAGEMENT LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 177,526,003

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.

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Jack Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAM WEALTH MANAGEMENT LLC

CREATIVEONE WEALTH, LLC

RISEMINT

Primary Firm SEC Registration

BAM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2021

Current Firm

BAM WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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