Barton Jefferys (CRD# 2870445) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Keller, TX and has over 26 years of experience in the finance industry.
CRD# 5297105
Schwab Wealth Advisory, Inc.
CRD# 6909749
Fidelity Personal And Workplace Advisors
CRD# 2785474
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Dallas, TX | Apr 2022 - Current | 2 |
| Prudential Investment Management Services | Dallas, TX | Sep 2011 - Apr 2022 | 10 |
| Prudential Insurance Company Of America | Dallas, TX | Sep 2011 - Apr 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- TX
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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