Jack Barker (CRD# 6776291) is an Investment Advisor Representative working at Eq Wealth Advisors in Dallas, TX and has over 5 years of experience in the finance industry. Jack Barker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eq Wealth Advisors | Dallas, TX | Nov 2023 - Current | < 1 |
| Bfs Advisory Group | Dallas, TX | Jan 2022 - Oct 2023 | 1 |
| Fsc | Dallas, TX | Jan 2022 - Oct 2023 | 1 |
| Fidelity Brokerage Services LLC | Westlake, TX | Sep 2018 - Jan 2022 | 3 |
| Unemployed | Austin, TX | May 2018 - Sep 2018 | < 1 |
| University Of Texas At Austin | Austin, TX | Aug 2015 - May 2018 | 2 |
| Northwestern Mutual | Austin, TX | Jan 2018 - Feb 2018 | < 1 |
| North Star Resource Group | Austin, TX | Apr 2017 - Jul 2017 | < 1 |
| Towne Park | Austin, TX | Apr 2016 - Jul 2016 | < 1 |
| Pizza Hut | Richmond, TX | Jun 2015 - Jan 2016 | < 1 |
| University Of Texas At San Antonio | San Antonio, TX | Aug 2014 - May 2015 | < 1 |
| Pecan Grove Auto SPA | Richmond, TX | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management470MILLIONS
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Total Number of Accounts786ACCOUNTS
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Average Account Value$598,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, LA, MT, NV, TX
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