Jarrod N. Barton

WEALTHWISE ADVISORS

Media, PA 19063

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CRD#: 5339940

Professional summary

Jarrod Nelson Barton, CFP® is a registered financial advisor currently at WEALTHWISE ADVISORS located in Media, Pennsylvania.

Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jarrod has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1). LICENSED TO SELL INSURANCE AS AN INSURANCE AGENT WITH VARIOUS ENTITIES; 224 S CHESTER ROAD SWARTHMORE, PA 19081; NON INVESTMENT RELATED SINCE 06/2006; APPROXIMATELY 60 HOURS A MONTH/30 DURING TRADING HOURS; AGENT FOR LIFE & HEALTH INSURANCE. 2). STRATEGIC TAX & ADVISORY SERVICES; NON-INVESTMENT RELATED; MEDIA, PA; TAX PREPARATION SERVICES; OWNER; 12/2013; 40 HOURS PER MONTH; 2 HOURS SPENT DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrod Nelson Barton's 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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

October 11, 2011 - Present

WEALTHWISE ADVISORS

Office #1: 1100 North Providence Rd. Suite 100, Media, PA 19063

RIA

CRD#: 158262

Media, PA

Past

June 16, 2008 - March 13, 2009

CENTAURUS FINANCIAL, INC.

CRD#: 30833

TOWSON, MD

Past

June 3, 2008 - March 13, 2009

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

TOWSON, MD

Past

June 20, 2007 - May 6, 2008

AMERICAN INVESTMENT CAPITAL, LLC

RIA

CRD#: 144160

BALTIMORE, MD

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/11/2011)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/19/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/13/2008

General Securities Representative Examination

Current Firm

WEALTHWISE ADVISORS

WEALTHWISE ADVISORS | WEALTHWISE ADVISORS LLC

CRD#: 158262 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (10/7/2011 Approved)

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Contact information

Main Address

1100 North Providence Rd. Suite 100, Media, PA 19063

Mailing Address

Phone number

(610) 285-9883

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 15,705,754

Red Flags

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

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Jarrod N. Barton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEALTHWISE ADVISORS

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

AMERICAN INVESTMENT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/2007

Series 7

Date: 6/13/2008

Current Firm

WEALTHWISE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTHWISE ADVISORS

TRUST BUT VERIFY

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