MML Investors Services
28yrs
Top advisor by experience in Zachary
3yrs
James Walker
Financial advisor at Edward Jones
James Walker is a fiduciary financial advisor in Zachary, Louisiana, with 3 years in the industry. James joined Edward Jones in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 11 advisors with offices in Zachary, and one of 9 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1215 Independence Blvd Building 8 Suite B, Zachary, LA 70791
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowEdward JonesCurrent firm
Contact James
Local office(225) 654-4191Ask for James. (314) 515-2000Main office · St. Louis, MO 1215 Independence Blvd Building 8 Suite BZachary, LA 70791Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (225) 654-4191 or the Edward Jones main office at (314) 515-2000, and ask for James Walker.
How long has James been a financial advisor?
James has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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