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JW

Jacob Walther

ALTRUIST FINANCIAL
Culver City, CA 90232
Some features on this profile are disabled
CRD#: 7220446
JW

Professional summary

Jacob Walther, who also goes by Jacob Jeffrey Walther, Jake Walther, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Culver City, California.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2020. Jacob has worked at 3 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jacob Jeffrey Walther | Jake Walther

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jacob Walther'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

June 7, 2021 - Present

ALTRUIST FINANCIAL LLC

Office #1: 3030 La Cienega Blvd, Culver City, CA 90232
BD
CRD#: 299274
Culver City, CA
Past

September 16, 2020 - May 19, 2021

E*TRADE SECURITIES LLC

BD
CRD#: 29106
LOS ANGELES, CA
Past

May 16, 2020 - August 10, 2020

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
Santa Monica, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(6/7/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 7/25/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/16/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
PREMIUM
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Contact information

Main Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Mailing Address
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GEARHART, JEFFREY SPRINCIPAL OPERATIONS OFFICER2443490
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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

ALTRUIST FINANCIAL LLC

CRD#: 299274Culver City, CA 90232

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