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Private Wealth Services & Investment Advisory | Blackbridge Financial | Jeff Walters, CRPC®
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Jeff Walters, CRPC®

Blackbridge Financial

“There is a deep sense of pride in leaving a family with a financial plan that prepares them for the future and reduces their financial anxiety.”

Jeff Walters, CRPC®

Check the background of this investment professional

Phone: (855) 6-BRIDGE x25

Email:  jwalters@bbridgefin.com

 

Address:

11525 N. Community House Rd., Ste. 575
Charlotte, NC 28277

Jeff Walters, CRPC®

Financial Advisor

Jeff has spent the past 20 years working with clients to help reduce their financial anxiety and prepare them for the future.  It is important to him that his clients clearly understand what they own and why they own it.  Jeff is also able to take complex, intangible financial concepts and put them into context for his clients.  As part of the Walters-Nielsen Group of Blackbridge Financial, Jeff partners with Nic Nielsen to provide clients with a team approach to planning.

 

Originally from Long Island, NY, Jeff has been a Charlotte resident since 1991. Outside of the office, Jeff enjoys ice hockey and spending time with his family.

Most Recent Passport Stamp

Canada where he attended a hockey tournament with his sons in Toronto.

 

Education

University of North Carolina- Charlotte; B.S. Finance Degree, 1996

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance & LPL Financial

Securities Registration States:

IL, MO, NC, NM, NY, SC, TX

Insurance Registration States:

IL, MO, NC, NM, NY, SC, TX

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.