Christopher Barton, financial advisor Simpsonville SC

Christopher Barton

CRD Number: 6372915
Current Firm: Jehm Wealth & Retirement, LLC

Christopher Barton (CRD# 6372915) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jehm Wealth & Retirement, LLC Simpsonville, SC Aug 2019 - Current 4
Jehm Wealth & Retirement, LLC Simpsonville, SC May 2019 - Current 4
Self Employed Insurance Sales Simpsonville, SC Apr 2017 - Current 7
Brookstone Capital Management Wheaton, IL Jul 2018 - Jun 2019 < 1
Mml Investors Services Greenville, SC Sep 2017 - Feb 2018 < 1
Massmutual Greenville, SC Jun 2017 - Feb 2018 < 1
Ward Services Columbia, SC Sep 2016 - Feb 2018 1
Principal Securities Inc/principal Financial Group Atlanta, GA Jul 2016 - Jul 2017 1
Self-employed Simpsonville, SC Apr 2007 - Jul 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Jun 2016
Disclosure Information

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
Contact Info for Christopher K. Barton
Phone Number: 864-527-0482
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $186,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, SC

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