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JB

John C. Barton

BETTER BUCKS ADVISORY
Bensalem, PA
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CRD#: 5848344
JB

Professional summary


John Christopher Barton is a registered financial advisor currently at BETTER BUCKS ADVISORY located in Bensalem, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Christopher 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®
None

Experience


Current

January 11, 2018 - Present

BETTER BUCKS ADVISORY

RIA
CRD#: 290624
Bensalem, PA
Past

August 26, 2011 - September 20, 2017

PFS INVESTMENTS INC.

RIA
CRD#: 10111
SOUDERTON, PA
Past

January 6, 2011 - September 20, 2017

PFS INVESTMENTS INC.

BD
CRD#: 10111
SOUDERTON, PA
Past

November 12, 2010 - December 31, 2010

PFS INVESTMENTS INC.

BD
CRD#: 10111
FORT WASHINGTON, PA

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
(1/11/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/26/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BB
BETTER BUCKS ADVISORY
BETTER BUCKS ADVISORY | J.C. BARTON FINANCIAL SERVICES, LLC, D.B.A. BETTER BUCKS ADVISOR | J. C. BARTON FINANCIAL SERVICES

CRD#: 290624 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (1/11/2018 Approved)
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Contact information


Main Address
Bensalem, PA
Mailing Address
Phone number
(215) 970-8794
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 250,000

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.

Company Information


BETTER BUCKS ADVISORY

CRD#: 290624Bensalem, PA

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