Jefferson BarrCRD 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.
Ameriprise Financial Services, LLC
Pension Consultants Inc.
|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|
Total Assets Under Management39,299MILLIONS
Total Number of Accounts217,546ACCOUNTS
Average Account Value$180,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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