Jon Barton (CRD# 2561750) is an Investment Advisor Representative working at Fbl Wealth Management, LLC in West Des Moines, IA and has over 29 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fbl Financial Group | West Des Moines, IA | Mar 2024 - Current | < 1 |
| Fbl Marketing Services | West Des Moines, IA | Nov 2019 - Current | 4 |
| Fbl Financial Group | West Des Moines, IA | Nov 2019 - Feb 2024 | 4 |
| Wells Fargo Clearing Services, LLC | Des Moines, IA | Dec 2017 - Nov 2019 | 1 |
| Change Path, LLC | Leawood, KS | Jun 2017 - Dec 2017 | < 1 |
| Dewaay Capital Management, Inc. | Clive, IA | Feb 2013 - Dec 2017 | 4 |
| Commerce Wealth Advisers, LLC | Clive, IA | Jul 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- IA
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Total Assets Under Management9MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$8,630,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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