Unclaimed Profile

Walter Jerome Clarke

OXFORD INVESTMENT PARTNERS, LLC·PHOENIX, Arizona

Series 7, Series 63, Series 6522 years registeredOXFORD INVESTMENT PARTNERS, LLC

5060 N 40TH STREET, PHOENIX, AZ 85018CRD# 2579982Firm CRD# 124791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walter Jerome Clarke · PHOENIX, AZ

Registration

CRD #2579982 · OXFORD INVESTMENT PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OXFORD INVESTMENT PARTNERS, LLC

OXFORD INVESTMENT PARTNERS, LLC

Mar 2004 – Dec 2012

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 17, 2004

Years registered · 22

Disclosure History

2017Regulatory·Final

2012Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OXFORD INVESTMENT PARTNERS, LLC

CRD 124791 · SEC 801-61873

AUM

$224M

Regulatory assets under management

Employees

389 client accounts

Services offered by OXFORD INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OXFORD INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Walter Jerome Clarke offer?

Walter Jerome Clarke specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Walter Jerome Clarke's credentials?

Walter Jerome Clarke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Jerome Clarke located?

Walter Jerome Clarke is based in PHOENIX, Arizona, last registered with OXFORD INVESTMENT PARTNERS, LLC.

How does Walter Jerome Clarke charge for services?

Walter Jerome Clarke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OXFORD INVESTMENT PARTNERS, LLC?

OXFORD INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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