Jefferson Barr, financial advisor Springfield MO

Jefferson Barr

CRD Number: 6246909
Current Firm: Securities America Advisors, Inc.

Jefferson Barr (CRD# 6246909) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Springfield, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Springfield, MO Aug 2020 - Current 1
Securities America Advisors Springfield, MO Aug 2020 - Current 1
David K. Sanford Cpa Pc Dba Sanford Lea & Associates Springfield, MO Sep 2019 - Current 2
Cetera Financial Specialists LLC Schaumburg, IL Jan 2020 - Aug 2020 < 1
Cetera Investment Advisers LLC Schaumburg, IL Jan 2020 - Aug 2020 < 1
Cetera Financial Specialists LLC Schaumburg, IL Sep 2019 - Jan 2020 < 1
Morris Properties Springfield, MO Nov 2015 - Aug 2019 3
Kpm Cpas Springfield, MO Jan 2014 - Oct 2015 1
Missouri State University Springfield, MO Aug 2012 - Dec 2013 1
Sanford Lea & Associates Springfield, MO May 2013 - Nov 2013 < 1
Us Army Ft Richardson, AK May 2008 - Dec 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Jefferson P. Barr
Phone Number: 402-399-9111
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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