JEFFREY MARK WALTERS is an investment adviser representative (IAR) with state registration records since 2000, appearing at 4 firms. Currently registered with ADVISIA FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVISIA FINANCIAL PLANNING, LLC | 2026-06-01 | present | Yes |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | 2021-08-02 | 2022-05-20 | — |
| BADGLEY PHELPS WEALTH MANAGERS | 2015-07-29 | 2021-08-01 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2000-10-23 | 2015-05-28 | — |