Sheri BartonCRD Number: 3174550
Current Firm: Edward Jones
Sheri Barton (CRD# 3174550) is an Investment Advisor Representative working at Edward Jones in Muskogee, OK and has over 18 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Voya Financial Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|Edward D. Jones & Company, LP||Muskogee, OK||Jan 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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