Claim Profile
Unclaimed Profile
JW

Jeffrey Alan Walker

SKAANA MANAGEMENT L.P.·BROOKLYN, New York
SIE, Series 7, Series 55, Series 63Clean recordSKAANA MANAGEMENT L.P.
921 PRESIDENT STREET, BROOKLYN, NY 11215CRD# 1320172Firm CRD# 311817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Alan Walker · BROOKLYN, NY
Registration
CRD #1320172 · SKAANA MANAGEMENT L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SKAANA MANAGEMENT L.P.
CRD 311817 · SEC 801-119991
AUM
$439M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by SKAANA MANAGEMENT L.P.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BROOKLYN?

Browse all registered financial advisors in BROOKLYN, New York or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Jeffrey Alan Walker offer?
Jeffrey Alan Walker specializes in Retirement Planning. Contact their office in BROOKLYN, New York for a consultation.
What are Jeffrey Alan Walker's credentials?
Jeffrey Alan Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Walker located?
Jeffrey Alan Walker is based in BROOKLYN, New York, working with SKAANA MANAGEMENT L.P.. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Jeffrey Alan Walker charge for services?
Jeffrey Alan Walker's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKAANA MANAGEMENT L.P.?
SKAANA MANAGEMENT L.P. has approximately 5 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →