Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Barton is an investment advisor representative at FBL Wealth Management, LLC. Jon has been in the securities industry since 1994 and has experience working with individual investors, businesses, and charitable organizations. Jon is registered to offer securities in the state of Iowa.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Third-party management fees
1
2
IA
12/04/2019 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
12/14/2017 - 12/04/2019
WELLS FARGO CLEARING SERVICES, LLC (CLIVE IA)
IA
01/05/2015 - 12/15/2015
BANK FUND EQUITIES, INC. (JOHNSTON IA)
IA
01/04/2011 - 01/09/2013
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
04/30/2009 - 01/06/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
09/18/2007 - 11/19/2008
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
CT
02/21/2006 - 08/24/2007
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
11/05/2004 - 04/28/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
01/07/2004 - 10/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2004 - 10/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
01/31/1996 - 10/04/1999
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
NY
01/03/1995 - 09/25/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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