Paul BartonCRD Number: 6849180
Current Firm: Edward Jones
Paul Barton (CRD# 6849180) is an Investment Advisor Representative working at Edward Jones in Spring Branch, TX and has over 5 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Edward Jones||St Louis, MO||Sep 2017 - Current||5|
|Novartis Pharmaceuticals Corporation||East Hanover, NJ||Oct 1999 - Sep 2017||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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