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Mark A Barefield

Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Edward JonesAug 2026 to now
  2. Guerra Wealth AdvisorsFeb 2025 to Aug 2026
  3. Alpha Capital StrategiesDec 2022 to Dec 2024
  4. LPL Financial LLCDec 2022 to Dec 2024
  5. Parkway Wealth Management GroupSep 2020 to Dec 2022
  6. Raymond James Financial Services Advisors, IncSep 2020 to Dec 2022
  7. Raymond James Financial Services, IncSep 2020 to Dec 2022
  8. Boomtown Performance LLC (dba) Crossfit BurkburnettOct 2018 to Feb 2025
  9. Edward JonesMay 2014 to Sep 2020

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
6481913
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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