Jeptha BarbourCRD Number: 6297270
Current Firm: Optimum Financial Services Inc.
Jeptha Barbour (CRD# 6297270) is an Investment Advisor Representative working at Optimum Financial Services Inc. in Jackson, MS and has over 3 years of experience in the finance industry.
Asset Dedication, LLC
Bergland Wealth Management, Inc.
Wells Fargo Advisors Financial Network, LLC
|Optimum Financial Services Inc.||Jackson, MS||Mar 2014 - Current||3|
|Morgan Stanley||Ridgeland, MS||Jan 2014 - Current||3|
|University Of Mississippi||Oxford, MS||Aug 2009 - Dec 2013||4|
|Jackson Prepatory School||Flowood, MS||Aug 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management153MILLIONS
Total Number of Accounts641ACCOUNTS
Average Account Value$238,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)