Five Star award winner Jeremy J Walker

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager Award winner 2013-2023
Top 100 Most Influential People in Finance 2020
Freedom Club for Outstanding Client Service 2016, 2018, 2019, 2020 LPL Finanical
Portect the Dream Award, RiverSource 2009
Best Financial Advisor of 2014, Burleson Best of Awards
Best Financnial Advisor Burleson 2011, Burleson Star

Those in the agricultiral community have put a lot into their farm and/or ranch over the years. It’s the legacy they will pass on to their children, and hopefully your grandchildren one day. An effective transition plan is one way to ensure that their goals for the future of the operation and/or land become a reality.

Farming is often a family run operation. As with any business, proper business planning and estate planning ensures that future generations can carry on the job those before them worked so hard to build and maintain. Do you have a transition plan in place for when it’s time to hand down the farm? The time to act is now. Waiting until you are ready to retire or not having a plan in place when you pass away can put the entire farm at risk. Maverick Wealth Management provides vital information on farm management best practices, risk management, business trasition plans, and other business issues relevant to farms and ranches.

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This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advice offered through Kestra Advisors Services, LLC (Kestra AS) an affiliate of Kestra IS. Maverick Wealth Management is not affiliated with Kestra IS or Kestra AS.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.