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Jack Walker, portrait

Jack Walker

Investment adviser representative at BAM Wealth Management in Lakewood, CO

Investment adviser registrationUpdated

Jack Walker is an investment adviser representative at Bam Wealth Management LLC, an investment adviser managing $202M, and works from its Lakewood, CO office. Jack Walker has been registered through BAM Wealth Management since 23 April 2025, has 4 years in the industry across 3 firms and has passed the Series 65.

4
Years in industry
1
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jack Walker has been an investment adviser representative at BAM Wealth Management since April 2025, and is not listed among the firm’s executive officers or direct owners. Jack Walker holds a Degree in Finance and Financial Planning from the University of Colorado.

Bam Wealth Management LLC is a Lakewood, CO firm with $202M under management, 288 clients and 8 advisers across 3 offices, as of its August 2026 filing.

Jack Walker is Lead Service Advisor of BAM Advisory Group. He says he is driven to help people build financial independence.

Jack Walker’s longest registration was 3 years at Creativeone Wealth, LLC (2022–2025). Before joining BAM Wealth Management in 2025, Jack Walker was registered through Creativeone Wealth, LLC and Risemint.

  1. – present · 1 year
    Lakewood, CO · Adviser representative · Firm CRD 330237
  2. Creativeone Wealth, LLC
    – · 3 years
    Lakewood, CO · Adviser representative · Firm CRD 281213
  3. Risemint
    – · under a year
    Evergreen, CO · Adviser representative · Firm CRD 289567

Credentials and registrations

Investment adviser representative registrations

Jack Walker is registered as an investment adviser representative in Colorado, since April 2025.

  • ColoradoSince 23 April 2025

Examinations

Series 6527 September 2021
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
7154644
Firm
BAM Wealth Management · CRD 330237
Office
165 SOUTH UNION BLVD, SUITE 675, Lakewood, CO 80228
Registration
Investment adviser registration
In the industry since
October 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jack Walker work?

Jack Walker is an investment adviser representative registered through Bam Wealth Management LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jack Walker a financial advisor?

Yes. Jack Walker has a current investment-adviser registration in Colorado, through BAM Wealth Management since April 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jack Walker have?

Jack Walker has 4 years in the financial industry, since October 2021, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jack Walker passed?

Jack Walker passed the Series 65 in September 2021.

Source: IAPD individual record, checked 22 October 2026

Where did Jack Walker work before BAM Wealth Management?

Before BAM Wealth Management, Jack Walker was registered through Risemint, September 2021 to June 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Jack Walker based?

Jack Walker’s registered office is in Lakewood, CO.

Source: IAPD individual record, checked 22 October 2026

Is Jack Walker registered with FINRA?

No. Jack Walker has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jack Walker’s record?

Search CRD 7154644 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Walker’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at BAM Wealth Management

Sources

  1. IAPD individual record, CRD 7154644, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Bam Wealth Management LLC, filed 24 August 2026. Executive officers and direct owners; this person is not among them.
  3. BAM Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.