Jeffrey Walkup has held the title Member at Queen City Capital Management since July 2012, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Queen City Capital Management, LLC is a Cincinnati, OH firm with $114M under management, 173 clients and 1 adviser in one office, as of its March 2026 filing.
Jeffrey Walkup’s longest registration was 15 years at Securities America Advisors, Inc. (2009–2024).
- Osaic Wealth, Inc.Also current– present · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 23131
- Securities America Advisors, Inc.– · 15 yearsCincinnati, OH · Adviser representative · Firm CRD 110518
- Brecek & Young Advisors, Inc.– · 7 yearsCincinnati, OH · Adviser representative · Firm CRD 40395
Investment adviser representative registrations
Jeffrey Walkup is registered as an investment adviser representative in Ohio, since June 2024.
- OhioSince 14 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 April 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 April 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 March 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Robert Walkup
- CRD
- 2211237
- Firm
- Queen City Capital Management · CRD 162785
- Role
- Member
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffrey Walkup work?
Jeffrey Walkup has held the title Member at Queen City Capital Management, LLC since July 2012.
Is Jeffrey Walkup a financial advisor?
Yes. Jeffrey Walkup has a current investment-adviser registration in Ohio.
How many years of experience does Jeffrey Walkup have?
Jeffrey Walkup has 34 years in the financial industry, since March 1992, across 3 adviser firms.
What exams has Jeffrey Walkup passed?
Jeffrey Walkup has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in March 1992. FINRA credited Jeffrey Walkup with the SIE, which began in October 2018.
Where was Jeffrey Walkup previously registered as an investment adviser?
Jeffrey Walkup has past investment-adviser registrations through Securities America Advisors, Inc., January 2009 to June 2024; Brecek & Young Advisors, Inc., October 2001 to February 2009, across 3 firms.
Is Jeffrey Walkup registered with FINRA?
Yes. Jeffrey Walkup has a current broker registration, under CRD 2211237.
Source: FINRA BrokerCheck
How can I verify Jeffrey Walkup’s record?
Search CRD 2211237 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Walkup’s full registration record.
