Alvin Walker
Lake Jericho · Chicago, Illinois
Alvin Walker is a fee-only financial advisor at Lake Jericho in Chicago, Illinois, who holds the CFP and CFA credentials. Lake Jericho reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alvin →
Facts
| Firm | Lake Jericho |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.1M across 98 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, KY, MI · CRD 4070410 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lakejericho.com |
How Alvin's firm compares
- Lake Jericho's average account is about $378,000, from its Form ADV (assets managed divided by 98 accounts).
Request an introduction to Alvin
Tell Alvin a little about what you're looking for. Alvin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alvin
Is Alvin Walker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alvin holds no broker registration, and Lake Jericho reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alvin charge for financial advice?
Alvin's firm, Lake Jericho, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alvin Walker based?
Alvin Walker is based in Chicago, Illinois.
What credentials does Alvin Walker hold?
Alvin Walker holds the CFP and CFA credentials.
Is Alvin Walker registered with the SEC?
Yes. Alvin Walker is registered as an investment adviser representative in IL, KY and MI (CRD 4070410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lake Jericho manage?
Lake Jericho reports $37.1M across 98 accounts in assets under management.
How do I contact Alvin Walker?
Through Alvin's website, www.lakejericho.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.