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Jeffrey Lynn Barker

Osaic Wealth, Inc.

High Point, NC

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-06-14
  • NC RA
    APPROVED
    Since 2024-06-14

Branch Locations

110 Scott Ave, Ste 8, High Point, NC 27262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barker Financial Services High Point NC 11/1993 Present
Questar Asset Management Minneapolis MN 07/2006 12/2018
Questar Capital Corporation Minneapolis MN 12/2006 12/2018
Securities America, Inc. High Point NC 12/2018 06/2024
Securities America Advisors High Point NC 12/2018 06/2024
Osaic Wealth, Inc. High Point NC 06/2024 Present
Osaic Wealth, Inc. High Point NC 06/2024 Present
  • 11/1993 → Present
    Barker Financial Services
    High Point, NC
  • 07/2006 → 12/2018
    Questar Asset Management
    Minneapolis, MN
  • 12/2006 → 12/2018
    Questar Capital Corporation
    Minneapolis, MN
  • 12/2018 → 06/2024
    Securities America, Inc.
    High Point, NC
  • 12/2018 → 06/2024
    Securities America Advisors
    High Point, NC
  • 06/2024 → Present
    High Point, NC
  • 06/2024 → Present
    High Point, NC
Previous Registrations
  • 2018-12-07 → 2024-06-14
    Securities America Advisors, Inc.
    High Point, NC
  • 2006-07-13 → 2018-12-10
    Questar Asset Management, Inc.
    High Point, NC
  • 2003-07-21 → 2006-07-24
    Usallianz Securities, Inc.
    High Point, NC
    Cornelius, NC
    High Point, NC
Other Businesses

1. Insurance Sales Position: Sales Nature: Insurance Sales Investment Related: No Hours: 15 Securities Trading Hours: 10 Start Date: 11/01/1993 Address: 110 Scott Avenue, Suite 8, High Point NC 27262, United States 2. Photography Position: Owner Nature: Photography Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 06/01/2018 Address: 1447 Sawyer Avenue, High Point NC 27265, United States 3. Securities America Advisors Position: Investment Advisor Nature: Advisory Investment Related: Yes Hours: 3 Securities Trading Hours: 3 Start Date: 12/07/2018 Address: 110 Scott Avenue, Suite 8, High Point NC 27262, United States 4. BARKER FINANCIAL SERVICES - DBA 5. JEFF BARKER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2025 ADDRESS: 1447 Sawyer Ave, High Point NC 27265, United States DESCRIPTION: Selling sports memorabilia either in person or on the internet.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-08
S63 Uniform Securities Agent State Law Examination 1989-07-27
  • S66 Uniform Combined State Law Examination
    2003-07-08
  • S63 Uniform Securities Agent State Law Examination
    1989-07-27
Designations

View on SEC IAPD

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