About our Firm

 

 

Delta F. Jones-Walker, founder of Atled Financial LLC has been in the Financial Service Industry for 20 years. Atled is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. With guidance from our staff, providing sound financial information and education we are confident our customers will be better equipped to identify their financial objectives. Alted is passionate about helping our clients look at their entire financial picture so they can make informed decisions about their future.

 

Delta's upbeat nature and forthright dedication to her clients has earned her widespread respect. She specializes in retirement planning, estate planning, disability protection, and the preparation of financial plans.

Her accomplishments have garnered her the following awards: The Echoes of Excellence Award, Developing District Award, Centurion Producer Award for Outstanding Sales Results, and Rookie of the Year Award.

Certifications and licenses include: Wharton Certification of Retirement Planning, Series 7, 24, 63, 65, 66, and L & H. She currently maintains registrations in the states of Indiana, Illinois, Alabama, Georgia, Tennessee, Colorado, Virginia and New Jersey.

Delta has presented and facilitated numerous financial seminars for various organizations including corporate, academic, civic and governmental agencies. Her seminars topics include preparing and funding your retirement, legacy building and round table discussions providing financial awareness to the women’s market just to name a few.

She is an active member of the National Association of Insurance and Financial Advisors, *Million Dollar Round Table (MDRT), Community Health Net, National Association of Female Executives (NAFE), National Association of University Women (NAUW), Alpha Kappa Alpha Sorority, Inc. (AKA), LINK Women, Jack & Jill Inc,The Girl Scouts of Greater America and Step Up

She is a graduate of Howard University where she obtained a Bachelor of Science Degree in Political Science. She currently resides in Northwest Indiana with her husband and their two children.

 

 

 

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 *Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Please note that third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck