Joseph Anthony Barbour

Current Employers

Employment History

• 01/2008 → 11/2018
  J.P. Morgan Chase
  Beaumont, TX
• 11/2018 → 05/2020
  Compass Bank
  Birmingham, AL
• 11/2018 → 06/2020
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 11/2018 → 05/2020
  Bbva Securities Inc.
  Seabrook, TX
• 11/2018 → 05/2020
  Bbva Wealth Solutions Inc.
  Seabrook, TX
• 09/2020 → 12/2022
  Verity Asset Management
  Durham, NC
• 09/2020 → 09/2022
  Verity Investments, Inc.
  Durham, NC
• 08/2022 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 12/2022 → Present
  Encompass More Investments, Llc
  Danville, CA

Previous Registrations

• 2020-10-08 → 2022-11-30
  Verity Asset Management
  Durham, NC
  La Porte, TX
• 2018-11-07 → 2020-05-28
  Pnc Managed Account Solutions, Inc.
  Seabrook, TX
• 2012-10-01 → 2018-11-09
  J.P. Morgan Securities Llc
  Baytown, TX
  Baytown, TX
  Beaumont, TX
  Nederland, TX
  Port Arthur, TX
  Beaumont, TX
• 2011-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Baytown, TX
  Baytown, TX
  Beaumont, TX
  Beaumont, TX
  Pasadena, TX

Other Businesses

(1)Teachers Pension, LLC; not investment-related; Insurance Agent; Start date: 06/01/2026; 15 hours per week; marketing and sales of life insurance and annuities to university, junior college and k-12 district employees; I will be acting in an insurance agent capacity in all activities with this organization; any and all marketing for this position will revolve around general financial literacy and understanding of available employee benefits; no product marketing of any kind. (2) National Contracting Center; not-investment related; La Porte, TX; Insurance sales; contractor; 09/2020; 2 hours per week during market hours; selling Medicare and long-term care insurance coverage. 3) Encompass More Asset Management, LLC; 390 Diablo Road, Suite 100, Danville CA 94526; Registered Investment Advisor; Investment Advisor Representative; Start: 101/01/2022; 25 hrs./week; 25 hrs. during trading hrs.; registered investment advisor that markets and manages advisory portfolios. Investment advisor representative, determine needs and goals for client funds, recommend specific portfolio allocations based on customer needs and risk tolerance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-28
• S63 Uniform Securities Agent State Law Examination
  2008-02-14

Other Names

• Joseph Barbour
• Joseph Anthony Barbour