Jarrod Nelson Barton

Current Employers

Wealthwise Advisors

1100 North Providence Rd. Suite 100, Media, PA 19063 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-10-11

PA RA
APPROVED

Since 2011-10-11

Branch Locations

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

Organization	City	State	From	To
Wealthwise Advisors, Llc	Swarthmore	PA	06/2011	Present
Strategic Tax And Advisory Services	Media	PA	12/2013	Present
Zeiders Enterprises	Woodbridge	VA	10/2012	12/2016

06/2011 → Present

Wealthwise Advisors, Llc

Swarthmore, PA
12/2013 → Present

Strategic Tax And Advisory Services

Media, PA
10/2012 → 12/2016

Zeiders Enterprises

Woodbridge, VA

Previous Registrations

2008-06-03 → 2009-03-13

Centaurus Financial, Inc.

Towson, MD
2007-06-20 → 2008-05-06

American Investment Capital, Llc

Baltimore, MD

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-06-19

S65 Uniform Investment Adviser Law Examination

2007-06-19

Designations

View on SEC IAPD