Jason Barta (CRD# 6497163) is an Investment Advisor Representative working at Edward Jones in Grand Forks, ND and has over 6 years of experience in the finance industry.
CRD# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2017 - Current | 6 |
| Speedway Grill & Bar | Grand Forks, ND | Oct 2011 - Dec 2017 | 6 |
| Uber | Grand Forks, ND | Feb 2017 - May 2017 | < 1 |
| Lyft | Grand Forks, ND | Feb 2017 - May 2017 | < 1 |
| Northwestern Mutual | Grand Forks, ND | Jun 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- ND
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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