Barton K Farrell

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 02/2017
  Unemployed
  Brick, NJ
• 03/2017 → 08/2018
  Cetera Advisors Networks Llc
  El Segundo, CA
• 09/2018 → 05/2019
  Lpl Financial
  Redding, CA
• 05/2019 → Present
  Edward Jones
  St Louis, MO
• 03/2017 → 05/2019
  Brennan Asset Management
  Redding, CA

Previous Registrations

• 2018-09-06 → 2019-06-12
  Lpl Financial Llc
  Redding, CA
  Myrtle Beach, SC
  Redding, CA
• 2017-03-10 → 2018-10-01
  Cetera Wealth Services, Llc
  Redding, CA
• 2012-09-14 → 2016-09-07
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2012-09-13
• S63 Uniform Securities Agent State Law Examination
  2002-09-18

Designations

• Certified Financial Planner

Other Names

• Bart Kevin Farrell
• Barton Kevin Farrell