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James Joseph Barker

Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. Edward JonesSep 2023 to now
  2. Girard Advisory Services LLCMay 2022 to Sep 2023
  3. UnivestMay 2022 to Sep 2023
  4. Emoney AdvisorOct 2012 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
7612713
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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