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Jackson Todd Walker

Advisor at Merrill — Forney, TX W Us Highway 80

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Forney, TX 75126

Merrill logo

Merrill

Institution

Total advisors

25,610

Across 3,249 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Jackson Walker is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2026. Prior to joining Merrill, he worked in various educational roles from 2016 to 2026, including positions at Houston Christian University and multiple community colleges. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Forney, TX W Us Highway 80

100 W Us Highway 80

Forney TX 75126

Advisors at this office

1

Most active in

Texas

Work history

< 1 year of industry experience

Merrill

2026 - Present • 1 year

Forney, TX

Houston Christian University

2024 - 2026 • 2 years

Houston, TX

Delgado Community College

2023 - 2024 • 1 year

New Orleans, LA

Baton Rouge Community College

2023 - 2023 • 1 year

Baton Rouge, LA

Louisiana Tech University

2021 - 2022 • 1 year

Ruston, LA

C.E. Byrd High school

2017 - 2021 • 4 years

Shreveport, LA

Southfield Middle School

2016 - 2017 • 1 year

Shreveport, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Temitayo I

Series 65

Garland, TX

Hyvorian Financial

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with no prior industry experience. Before joining Hyvorian Financial in 2025, he worked at Hub International and Visa, among other positions. He is currently winding down ownership of Hyvorian LLC, which has been inactive since early 2024. Hyvorian Financial provides biblically grounded, stewardship-aligned financial planning and investment advisory services to individuals, families, charitable organizations, corporations, and institutional clients. The firm emphasizes long-term stewardship and integrates charitable giving strategies, offering services such as investment management, comprehensive planning, educational seminars, and estate planning facilitation.

Charitable giving & philanthropy General estate planning guidance Religious/faith focused Mid-Career Professionals
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John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
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William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
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James H

Series 65

Dallas, TX

ACI Wealth Advisors

James Hartsock is a financial advisor with ACI Wealth Advisors in Dallas, TX, holding a Series 65 license and 15 years of industry experience. He has been with ACI Wealth Advisors since 2010. Outside of his advisory role, Mr. Hartsock is involved in several business activities, including ownership of a licensed insurance agency and serving as Managing Director of Allied Gaming North America, LLC. He also offers customized family office services through an association with Elite Resource Team, providing access to tax, legal, and business advisory professionals. ACI Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, family offices, trusts, and select institutional clients. The firm employs a diversified investment approach combining fundamental, technical, cyclical, and macro analysis, emphasizing index and sector ETFs with defined-risk options overlays, and manages both separately managed accounts and a private pooled fund.

Active portfolio management Options & derivatives strategies Retirement income strategy Wealth management Executive Founder/Business Owner
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Seth B

Series 65

Rockwall, TX

Blanck Financial

Seth Blanck is affiliated with Blanck Financial and holds a Series 65 credential. He has industry experience beginning in 2022, including roles at Elektrobit GmbH and Texas Instruments. His work history also includes establishing Blanck Financial, LLC in 2026. Blanck Financial, LLC is a fee-only registered investment adviser providing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm’s investment approach incorporates asset allocation and diversification, utilizing a mix of passive and active funds across various securities, and offers tailored financial planning on a fixed-fee basis.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Gerald H

Series 63, Series 66

Rockwall, TX

Rockwall Wealth Advisors

Gerald Hendrik is a financial advisor at Rockwall Wealth Advisors with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including International Capital Management Corp, Personal Capital, Scottrade, and TD Ameritrade. Rockwall Wealth Advisors is an independent, single-advisor firm managing approximately $36 million in discretionary client assets for individual and high-net-worth clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, incorporates fundamental analysis for outside manager recommendations, and provides comprehensive financial planning and participant account management services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
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