Corey Barker, financial advisor Woodinville WA
93 score

Corey Barker

CRD Number: 5468057
Current Firm: J.p. Morgan Securities LLC

Corey Barker (CRD# 5468057) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodinville, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Woodinville WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Woodinville WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Woodinville WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Company Name Location Dates Years
J.p. Morgan Securities LLC Woodinville, WA Oct 2012 - Current 4
Jpmorgan Chase Bank Na Lynnwood, WA Aug 2009 - Current 7
Chase Investment Services Corp Lynnwood, WA Aug 2009 - Oct 2012 3
Various Insurance Carriers For W & R Insurance Agencies Kirkland, WA Feb 2009 - Aug 2009 < 1
Waddell & Reed, Inc. Bellevue, WA Feb 2009 - Aug 2009 < 1
Ameriprise Financial Services, Inc. Bellevue, WA Mar 2008 - Jan 2009 < 1
Ameriprise Financial Services, Inc. Bellevue, WA Dec 2007 - Jan 2009 1
Sentury Lending Bellevue, WA Jul 2007 - Nov 2007 < 1
New Outlook Financial Group Kirkland, WA Jan 2007 - Jul 2007 < 1
Unemployed Kirkland, WA Nov 2006 - Jan 2007 < 1
Woodinville Athletic Club Woodinville, WA Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Corey J. Barker
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Corey Barker and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.