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Joseph Anthony Barbour

Encompass More Asset Management LLC

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About Joseph Anthony Barbour

Joseph Barbour is a financial advisor with over 14 years of experience in the industry. Joseph is currently registered with Encompass More Asset Management LLC in both Texas and California. Previously, Joseph worked with several financial firms including J.P. Morgan Securities LLC, Chase Investment Services Corp, BBVA Securities Inc, and Verity Investments, Inc. Joseph is a Series 6, 7, 63, and 65 licensed professional. Joseph offers financial planning and portfolio management services to individual clients and businesses. Joseph's practice focuses on providing personalized financial advice and investment management solutions to meet the unique needs of his clients.

Firm Information

Joseph Barbour is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

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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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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Joseph Barbour’s Registration & Firm History

TX

09/01/2022 - Present

Encompass More Asset Management LLC (LA PORTE TX)

NC

09/08/2020 - 09/06/2022

VERITY INVESTMENTS, INC. (DURHAM NC)

TX

11/06/2018 - 05/28/2020

BBVA SECURITIES INC. (ANGLETON TX)

TX

10/01/2012 - 11/09/2018

J.P. MORGAN SECURITIES LLC (BEAUMONT TX)

TX

02/04/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BAYTOWN TX)

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Licenses & Designations

IA

Issued 04/28/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/01/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Joseph Anthony Barbour. Review regulatory record here.
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