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bellevue

Bellevue

Bellevue, WA

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
JAMES A. WALKER

Branch Manager

JAMES A. WALKER

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

james.walker@opco.com

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About The Branch

For over nineteen years, Oppenheimer’s branch offices in the Pacific Northwest have served the financial needs of high-net-worth individuals, corporations and non-profit organizations in the Seattle and Bellevue markets. Our offices draw on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including asset management, professional money management, 401(k) and retirement services, guardianship services and 10b5 trading plans.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the Bellevue office, Spencer Nurse, added to that success record by being named to the 2020 Best in State Wealth Advisors List.

Awards Criteria

Branch Message about Coronavirus

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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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