Five Star award winner Jeremy J Walker

PROFESSIONAL PROFILE

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Jeremy J Walker

CRPC, AWMA, President, Wealth Manager

Maverick Wealth Management

255 Elk Dr Ste D

Burleson, TX 76028

Office: 817-945-3335

jeremy@maverickwm.org
wwww.maverick-wealth.org

Professional Approach

Jeremy has more than 20 years of experience serving customers and the local community. His philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. He pays close attention to each client’s specific situation, listening to their needs, working closely with them, and making it his goal to forge lifelong relationships. This is particularly evident in Jeremy's nitche within the agricultural community that typically lends to him working with entire families with multiple generations.

Jeremy has built a reputation for providing trustworthy, well-researched advice to his clients. He has a deep joy for helping people and believes his calling is to help others to be good stewards of their wealth. He firmly believes in three things about his role as a wealth manager: First, he believes everyone is different and there is not a cookie cutter approach that magically works for everyone. Thus, listening is the first role. Secondly, He believes that diligence is a requirement. Since no two clients are exactly the same, they are each owed the adequate time to research for their objectives. Lastly, he believes his job is just as much to educate the client as it is to provide advice. “Clients cannot make educated decisions without first being educated,” Jeremy said. “Too often we see client’s come in who bought products without any understanding of what they own, why they own it, or what the risks are.” The compassion, devotion and pride Jeremy has for his clientele is unmatched.

See Accomplishments

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.