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Jake Thomas Walker

JOHKIM CAPITAL PARTNERS MANAGEMENT LLC·DALLAS, Texas
Unclaimed Profile
8235 DOUGLAS AVENUE, DALLAS, TX 75225CRD# 7353813Firm CRD# 289512
01

About

Jake Thomas Walker is a registered financial advisor based in DALLAS, Texas, affiliated with JOHKIM CAPITAL PARTNERS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC
AUM
$383M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at JOHKIM CAPITAL PARTNERS MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7353813
Firm CRD# 289512
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jake Thomas Walker offer?
Jake Thomas Walker specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Jake Thomas Walker's credentials?
Jake Thomas Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jake Thomas Walker located?
Jake Thomas Walker is based in DALLAS, Texas, working with JOHKIM CAPITAL PARTNERS MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jake Thomas Walker charge for services?
Jake Thomas Walker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHKIM CAPITAL PARTNERS MANAGEMENT LLC?
JOHKIM CAPITAL PARTNERS MANAGEMENT LLC has approximately 7 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JOHKIM CAPITAL PARTNERS MANAGEMENT LLC

Amar Vallurupalli
DALLAS, TX
Jatin Narendra Kakkar
DALLAS, TX
Kimberly S Karstetter
DALLAS, TX
Ryan Xavier Mullin
DALLAS, TX

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Research
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