Unclaimed Profile

Jack Andrew Barker

JUNCTURE WEALTH STRATEGIES, LLC·SCOTTSDALE, Arizona

Series 6, Series 7, Series 63, Series 65Clean record22 years registeredJUNCTURE WEALTH STRATEGIES, LLC

8777 E. VIA DE VENTURA, SCOTTSDALE, AZ 85258CRD# 2570575Firm CRD# 298110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack Andrew Barker · SCOTTSDALE, AZ

Registration

CRD #2570575 · JUNCTURE WEALTH STRATEGIES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

JUNCTURE WEALTH STRATEGIES, LLC

Sep 2018 – present

HERITAGE WEALTH MANAGEMENT, LLC

Jul 2017 – Dec 2018

PHOENIX, AZ

JUNCTURE WEALTH STRATEGIES, LLC

Jul 2017 – Nov 2018

SCOTTSDALE, AZ

JUNCTURE WEALTH STRATEGIES, LLC

Aug 2013 – Aug 2017

SCOTTSDALE, AZ

WELLS FARGO INVESTMENTS, LLC

May 2006 – Aug 2008

SCOTTSDALE, AZ

BANC ONE SECURITIES CORPORATION

Sep 2003 – Mar 2006

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 10, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JUNCTURE WEALTH STRATEGIES, LLC

CRD 298110 · SEC 801-113927

AUM

$333M

Regulatory assets under management

Employees

769 client accounts

Services offered by JUNCTURE WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JUNCTURE WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Jack Andrew Barker offer?

Jack Andrew Barker specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jack Andrew Barker's credentials?

Jack Andrew Barker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Andrew Barker located?

Jack Andrew Barker is based in SCOTTSDALE, Arizona, working with JUNCTURE WEALTH STRATEGIES, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jack Andrew Barker charge for services?

Jack Andrew Barker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JUNCTURE WEALTH STRATEGIES, LLC?

JUNCTURE WEALTH STRATEGIES, LLC has approximately 10 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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