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Jason Michael Barber

UPTICK PARTNERS, LLC·NACOGDOCHES, Texas
Unclaimed Profile
777 EAST AUSTIN, NACOGDOCHES, TX 75965CRD# 5973780Firm CRD# 324250
01

About

Jason Michael Barber is a registered financial advisor based in NACOGDOCHES, Texas, affiliated with UPTICK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UPTICK PARTNERS, LLC
UPTICK PARTNERS, LLC
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UPTICK PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5973780
Firm CRD# 324250
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Michael Barber offer?
Jason Michael Barber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NACOGDOCHES, Texas for a consultation.
What are Jason Michael Barber's credentials?
Jason Michael Barber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Michael Barber located?
Jason Michael Barber is based in NACOGDOCHES, Texas, working with UPTICK PARTNERS, LLC. Their office serves clients in the NACOGDOCHES metropolitan area and surrounding communities.
How does Jason Michael Barber charge for services?
Jason Michael Barber'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 UPTICK PARTNERS, LLC?
UPTICK PARTNERS, LLC has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NACOGDOCHES
Steven Wayne Barber — UPTICK PARTNERS, LLCTaylor Pankratz — UPTICK PARTNERS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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