Jonathan BarkleyCRD Number: 5295890
Current Firm: Ameriprise Financial Services, Inc.
Jonathan Barkley (CRD# 5295890) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Ameriprise Financial Services Inc.||Galena, IL||Jan 2012 - Current||5|
|Edward Jones||St. Louis, MO||Feb 2007 - Jan 2012||4|
|Emery Tree Service, Inc.||Pittsburgh, PA||Feb 2006 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV