Matthew David Barker
AIF®Professional Summary
Matthew David Barker, AIF® is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Newberry, Florida and J.W. COLE FINANCIAL, INC. located in Fort Washington, Pennsylvania. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Disclosures on record.
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.
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Current Firm
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
Contact Information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634Phone Number
(813) 935-6776# of Employees
550SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
31,247AUM (Assets Under Management)
$8,247,916,891Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
Primary Firm SEC Registration
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
State Registrations and Notice Filings
(2/24/2026)
(2/24/2026)
(8/26/2009)
(9/9/2010)
(10/23/2017)
(8/6/2026)
(2/24/2026)
(2/24/2026)
(5/10/2024)
(2/24/2026)
(6/8/2026)
(10/21/2025)
(2/24/2026)
(4/17/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Barker's CRS (Customer Relationship Summary).
Similar Advisors
FIDELITY BROKERAGE SERVICES LLC
HUMANIZE WEALTH
CLEVELAND WEALTH, LLC
EDWARD JONES