James Walden has been Partner/Chief Investment Officer/Director of Clayton Financial Services since January 2020, is a control person of the firm and directly owns between 10% and 25% of it. James Walden holds a BS in Accounting from Indiana University and an MBA from The Johnson School at Cornell University.
Clayton Financial Services Inc is a Topeka, KS firm with $910M under management, 753 clients and 8 advisers across 2 offices, as of its September 2026 filing.
James M. Walden is Partner & Chief Investment Officer of Clayton Wealth Partners. He determines the firm's strategic and tactical asset allocations and carries out investment analysis and rebalancing. He is also a partner and a member of the firm's management team.
James Walden’s longest registration is the current one, 4 years at Clayton Financial Services since 2022. Before joining Clayton Financial Services in 2022, James Walden was registered through BB&T Asset Management, Inc.
- Clayton Wealth PartnersCurrent– present · 4 yearsTopeka, KS · Adviser representative · Firm CRD 105898
- BB&T Asset Management, Inc.– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 108443
Professional designations
Listed by Clayton Financial Services
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
James Walden is registered as an investment adviser representative in 2 states. Each was approved in February 2022.
- KansasSince 11 February 2022
- TexasSince 11 February 2022
Examinations
No examinations are on James Walden’s record.
- Full name
- James Michael Walden
- CRD
- 4188489
- Firm
- Clayton Financial Services · CRD 105898
- Role
- Partner/Chief Investment Officer/Director
- Office
- 716 SOUTH KANSAS AVENUE, Topeka, KS 66603-3808
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claytonwealthpartners.com
Where does James Walden work?
James Walden has been Partner/Chief Investment Officer/Director of Clayton Financial Services Inc since January 2020, and is a control person of the firm.
Is James Walden a financial advisor?
Yes. James Walden has a current investment-adviser registration in Kansas and Texas, through Clayton Financial Services since February 2022.
How many years of experience does James Walden have?
James Walden has 6 years in the financial industry, since January 2020, across 2 adviser firms.
Where did James Walden work before Clayton Financial Services?
Before Clayton Financial Services, James Walden was registered through BB&T Asset Management, Inc., September 2008 to October 2010.
Where is James Walden based?
James Walden’s registered office is in Topeka, KS.
Is James Walden registered with FINRA?
No. James Walden has no current broker registration.
Is James Walden a CFA charterholder?
Clayton Financial Services lists James Walden with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: James M. Walden biography, claytonwealthpartners.com
How can I verify James Walden’s record?
Search CRD 4188489 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Walden’s full registration record.
