Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Andrew Barker is an investment advisor representative with Juncture Wealth Strategies, LLC. Jack has been in the industry for over 20 years. Jack is registered with the state of Arizona. Prior to Juncture Wealth Strategies, LLC, Jack was affiliated with WELLS FARGO INVESTMENTS, LLC, BANC ONE SECURITIES CORPORATION, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jack specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Jack is dedicated to providing personalized financial advice and wealth management services to meet the unique needs of each client.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
09/21/2018 - Present
Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)
AZ
04/13/2006 - 08/28/2008
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
IL
08/04/2003 - 03/02/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
01/03/1995 - 04/26/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/03/1995 - 04/26/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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