# JEFFREY MARK WALTERS

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ADVISIA FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/340257) | 2026-06-01 | present | Yes |
| [BADGLEY PHELPS WEALTH MANAGERS, LLC](https://search.stillhousedata.com/firm/315440) | 2021-08-02 | 2022-05-20 | — |
| [BADGLEY PHELPS WEALTH MANAGERS](https://search.stillhousedata.com/firm/108392) | 2015-07-29 | 2021-08-01 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2000-10-23 | 2015-05-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3264870)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3264870.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.