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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Robert Jefferys is an investment advisor representative with Empower Advisory Group, LLC. Barton has been in the financial services industry since 2001. Barton has a variety of certifications and experience, including holding Series 6, 7, 24, 26 and 66 licenses. Barton has a background with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc. and Prudential Investment Management Services LLC. Barton has experience advising clients on investment products and financial planning. Barton is registered with the state of Texas as an investment advisor representative. Barton is currently working out of the Greenwood Village, CO office of Empower Advisory Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
09/19/2023 - Present
Empower Advisory Group, LLC (KELLER TX)
TX
09/16/2011 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DALLAS TX)
TX
06/26/2008 - 02/12/2010
FIDELITY BROKERAGE SERVICES LLC (LEWISVILLE TX)
TX
12/15/1997 - 07/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 09/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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