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John Walker Cfp Aep Cap Msfp
John Walker Cfp Aep Cap Msfp
Managing Director | Private Wealth Management | Capital Wealth Advisors
Jacksonville, Florida, United States
John Walker Cfp Aep Cap Msfp
Summary
John Walker is a seasoned financial services professional with extensive experience in wealth management and insurance. As the Managing Director at Capital Wealth Advisors, he leverages his analytical skills and leadership abilities to guide clients in achieving their financial goals. John's diverse background includes roles in tutoring finance and licensing, where he shares his expertise with aspiring professionals. With a strong commitment to personal and professional development, he has earned multiple advanced designations in financial planning. His childhood curiosity and passion for strategy have shaped his unique approach to client relationships, blending humor with a results-driven mindset. John is also a strong advocate for innovation and process improvement in the financial sector, aiming to enhance client experiences and operational efficiency.
John Walker Cfp Aep Cap Msfp
Work Experience
Managing Director | Private Wealth Management at
Capital Wealth Advisors
August 2023 - Present
Finance and Licensing Tutor at
Varsity Tutors, a Nerdy Company
October 2018 - August 2023
Executive Vice President | Private Wealth Management at
Capital Wealth Advisors
November 2021 - August 2023
Senior Vice President Private | Wealth Management at
Capital Wealth Advisors
June 2021 - November 2021
Vice President | Private Wealth Management at
Capital Wealth Advisors
December 2018 - May 2021
Team Manager, Portfolio Advisory Servies (PAS) at
Fidelity Investments
January 2018 - October 2018
Vice President Financial Consultant (VPFC) at
Fidelity Investments
January 2011 - December 2017
Portfolio Specialist (PS) at
Fidelity Investments
August 2010 - June 2011
RIS Proactive at
Fidelity Investments
February 2010 - August 2010
Retirement Solutions Representative (RSR) at
Fidelity Investments
November 2009 - February 2010
Retail Proactive Sales at
Fidelity Investments
May 2008 - October 2009
Fixed Income Specialist at
Fidelity Investments
March 2008 - May 2008
Investments Representative at
Fidelity Investments
August 2007 - March 2008
Registered Representative/Mutual Funds Trader at
Fidelity Investments
November 2006 - August 2007
Corporate Trainer at
Carrabba's Italian Grill
May 2003 - November 2006
Student Intern at
ROLANDO A. CAPANNA INSURANCE AGENCY, LLC
August 2002 - May 2003
John Walker Cfp Aep Cap Msfp
Education
The American College of Financial Services, Master Of Science - Ms
January 2021 - January 2024
The American College of Financial Services, Chartered Advisor In Philanthropy®
January 2023 - January 2023
The American College of Financial Services, Accredited Estate Planner®
January 2021 - January 2021
Florida State College at Jacksonville, Bachelor Of Applied Science - Bas
January 2011 - January 2016
Saenger Organization, Colonial Insurance College
January 2003 - January 2003
Frequently Asked Questions about John Walker Cfp Aep Cap Msfp
What is John Walker Cfp Aep Cap Msfp email address?
John Walker Cfp Aep Cap Msfp's primary email address is ***********@varsitytutors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does John Walker Cfp Aep Cap Msfp work for?
John Walker Cfp Aep Cap Msfp is a Managing Director | Private Wealth Management at Capital Wealth Advisors, a company specializing in Insurance agents, brokers, & service.
Where John Walker Cfp Aep Cap Msfp graduated from?
John Walker Cfp Aep Cap Msfp holds a degree in Financial Planning And Services from The American College of Financial Services.
How can I directly contact John Walker Cfp Aep Cap Msfp?
To contact John Walker Cfp Aep Cap Msfp directly, you can use the email address ***********@varsitytutors.com. Complete contact information is available upon registration with Muraena.
Who is John Walker Cfp Aep Cap Msfp?
John Walker is a seasoned financial services professional with extensive experience in wealth management and insurance. As the Managing Director at Capital Wealth Advisors, he leverages his analytical skills and leadership abilities to guide clients in achieving their financial goals. John's diverse background includes roles in tutoring finance and licensing, where he shares his expertise with aspiring professionals. With a strong commitment to personal and professional development, he has earned multiple advanced designations in financial planning. His childhood curiosity and passion for strategy have shaped his unique approach to client relationships, blending humor with a results-driven mindset. John is also a strong advocate for innovation and process improvement in the financial sector, aiming to enhance client experiences and operational efficiency.
John`s contact details
***********@varsitytutors.com
*******@capitalwealthadvisors.com
Colleagues
Co-Founder, Chief Investment Officer & Partner
Senior Vice President / Private Wealth Management
Vice President of Private Wealth Management
Vice President | Private Wealth Management
Senior Vice President, Private Wealth Management