Shareholder · Arvest Wealth Management
Jim C. Walton
CRD 1838756 · Named on Form ADV at one SEC-registered adviser
At a glance
Arvest Wealth Management, an SEC-registered broker-dealer firm based in Lowell, AR with $3.4 billion in regulatory assets, lists Jim C. Walton on its Form ADV as Shareholder, a control person.
Firms and roles
- Arvest Wealth ManagementShareholderBroker-dealer firm · Lowell, AR · $3.4B in regulatory assets
AtlasMembers
Jim’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (17)
- Karla PayneDirector, Arvest Wealth Management
- John Arleigh PerronRegistered Options and Security Futures Principal (rosfp), Arvest Wealth Management
- Gretchen Daphyne BrewerFinancial and Operational Principal and Principal Financial Officer, Arvest Wealth Management
- Dee Garrison DerryberryCOO, Arvest Wealth Management
- James Matthew MachenDirector, Arvest Wealth Management
12 more people named with Jim on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jim’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.