Jon Barton
Investment adviser representative at Fbl Wealth Management, LLC
13 yearsExperience
15 statesRegistered in
ChFC®Designation
$9.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Fbl Financial GroupApr 2025 to now
- Fbl Wealth Management, LLCDec 2019 to now
- Fbl Marketing ServicesNov 2019 to now
- Fbl Financial GroupMar 2024 to Mar 2025
- Fbl Financial GroupNov 2019 to Feb 2024
- Wells Fargo Clearing Services, LLCDec 2017 to Nov 2019
- Change Path, LLCJun 2017 to Dec 2017
- Dewaay Capital Management, IncFeb 2013 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 15 states (AL, AZ, GA, IA, IL, KS, MN, MO, MT, NC, NE, NM, OK, TX, WV).
Fbl Wealth Management, LLC
$9.2MAssets managed
0Clients
239Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2561750
- Firm CRD
- 291396