JW
Joel L. Walker
PALOMAR ADVISORS
TEMECULA, CA 92591
Some features on this profile are disabled
CRD#: 7758206
JW
Professional summary
Joel Leonard Walker is a registered financial advisor currently at PALOMAR ADVISORS INC. located in Temecula, California.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joel has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Leonard 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
October 4, 2023 - Present
PALOMAR ADVISORS INC.
Office #1: 27636 Ynez Rd. Bldg. L7, Suite 227, Temecula, CA 92591RIA
CRD#: 285358
TEMECULA, CA
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
California(10/4/2023)
Exams
Current Firm
PA
PALOMAR ADVISORS INC.
CREATIVE BENEFITS INC. | PALOMAR ADVISORS INC.
CRD#: 285358 / SEC#:
California
Registered Investment Advisory firm - (1/1/2017 Approved)Texas
Registered Investment Advisory firm - (1/15/2020 Conditional Restricted)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Temecula, CA
Mailing Address
Phone number
(760) 417-5709
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 75,974,492 |
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.
