Joseph Anthony Barbour
Investment adviser representative at Encompass More Asset Management LLC
18 yearsExperience
1 stateRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Encompass More Investments, LLCDec 2022 to now
- Encompass More Asset Management LLCAug 2022 to now
- Verity Asset ManagementSep 2020 to Dec 2022
- Verity Investments, Inc.Sep 2020 to Sep 2022
- Bbva Compass Insurance Agency, Inc.Nov 2018 to Jun 2020
- Bbva Securities Inc.Nov 2018 to May 2020
- Bbva Wealth Solutions Inc.Nov 2018 to May 2020
- Compass BankNov 2018 to May 2020
- J.P. Morgan ChaseJan 2008 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 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
- 5474035
- Firm CRD
- 322382