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Jeffrey Alan Barton

U.s. Bancorp Investments, Inc.

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About Jeffrey Alan Barton

Jeffrey Barton is a registered representative with U.S. Bancorp Investments, Inc. in Lees Summit, Missouri. Jeffrey has been working in the financial industry since March 1, 2015. He has previously worked at Waddell & Reed in Overland Park, Kansas. Jeffrey holds Series 6, 7, 24, 26, 52TO, 53 and 66 licenses and is registered in Missouri. He has also passed the Securities Industry Essentials (SIE) Exam.

Firm Information

Jeffrey Barton is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Jeffrey Barton’s Registration & Firm History

MO

07/08/2019 - Present

U.s. Bancorp Investments, Inc. (Lees Summit MO)

KS

02/26/2015 - 05/31/2019

WADDELL & REED (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 07/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2020

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/23/2018

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/19/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan Barton.
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