Jon Barton

FBL WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 2561750

Professional summary

Jon Barton, who also goes by Jon Edward Barton, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa.

Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jon has worked at 14 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Edward Barton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Barton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2019 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

RIA

CRD#: 291396

West Des Moines, IA

Current

December 4, 2019 - Present

FBL MARKETING SERVICES, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

CRD#: 5309

West Des Moines, IA

Past

December 14, 2017 - December 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CLIVE, IA

Past

December 14, 2017 - December 4, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CLIVE, IA

Past

June 22, 2017 - December 14, 2017

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

West Des Moines, IA

Past

January 5, 2015 - December 15, 2015

CONCORD WEALTH BROKERAGE, INC.

CRD#: 24999

JOHNSTON, IA

Past

February 19, 2013 - August 3, 2017

DEWAAY CAPITAL MANAGEMENT

RIA

CRD#: 116214

WEST DES MOINES, IA

Past

August 10, 2011 - June 19, 2014

COMMERCE WEALTH ADVISERS, LLC

RIA

CRD#: 144449

JOHNSTON, IA

Past

January 4, 2011 - January 9, 2013

DEWAAY FINANCIAL NETWORK, LLC

CRD#: 30767

CLIVE, IA

Past

April 30, 2009 - January 6, 2011

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

WEST DES MOINES, IA

Past

September 18, 2007 - November 19, 2008

DEWAAY CAPITAL MANAGEMENT

RIA

CRD#: 116214

CLIVE, IA

Past

September 18, 2007 - November 19, 2008

DEWAAY FINANCIAL NETWORK, LLC

CRD#: 30767

CLIVE, IA

Past

February 21, 2006 - August 24, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WINDSOR, CT

Past

February 21, 2006 - August 24, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

February 10, 2005 - April 28, 2005

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

November 5, 2004 - April 28, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

January 20, 2004 - October 13, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WEST DES MOINES, IA

Past

January 7, 2004 - October 13, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 7, 2004 - October 13, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 31, 1996 - October 4, 1999

FBL MARKETING SERVICES, LLC

CRD#: 5309

WEST DES MOINES, IA

Past

January 3, 1995 - September 25, 1995

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/25/2025)

IAR

Alabama
(4/25/2025)

Arizona
(4/25/2025)

IAR

Arizona
(5/13/2025)

Florida
(4/25/2025)

Georgia
(4/25/2025)

IAR

Georgia
(4/28/2025)

Illinois
(4/25/2025)

IAR

Illinois
(4/28/2025)

Iowa
(12/4/2019)

IAR

Iowa
(12/4/2019)

Kansas
(4/25/2025)

IAR

Kansas
(4/25/2025)

Minnesota
(4/25/2025)

IAR

Minnesota
(4/25/2025)

Missouri
(4/25/2025)

IAR

Missouri
(4/25/2025)

Montana
(4/25/2025)

IAR

Montana
(5/1/2025)

Nebraska
(4/25/2025)

IAR

Nebraska
(4/28/2025)

New Mexico
(4/25/2025)

IAR

New Mexico
(4/25/2025)

North Carolina
(4/25/2025)

IAR

North Carolina
(4/25/2025)

Oklahoma
(4/25/2025)

IAR

Oklahoma
(4/28/2025)

South Dakota
(4/25/2025)

Texas
(4/25/2025)

IAR

Texas
(4/25/2025)

West Virginia
(4/25/2025)

IAR

West Virginia
(4/25/2025)

Wisconsin
(4/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/9/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/6/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/27/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 6/17/2021

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/26/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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Contact information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 225-5400

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBL WEALTH MANAGEMENT, LLC - FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 8,654,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jon Barton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Barton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBL MARKETING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREATIVEONE WEALTH, LLC

CONCORD WEALTH BROKERAGE, INC.

DEWAAY CAPITAL MANAGEMENT

COMMERCE WEALTH ADVISERS, LLC

DEWAAY FINANCIAL NETWORK, LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

DEWAAY CAPITAL MANAGEMENT

DEWAAY FINANCIAL NETWORK, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FBL MARKETING SERVICES, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2018

Series 63

Date: 12/2/1994

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/6/2004

Series 6

Date: 12/27/1994

Series 53

Date: 6/17/2021

Series 24

Date: 6/26/2011

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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