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Colin Joseph Barrett

Edward Jones

Athens, TX

CRD 5487271

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-04-23
  • TX RA
    APPROVED
    Since 2008-04-23

Branch Locations

206 Crestway St, Athens, TX 75751 • 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
Edward Jones St Louis MO 02/2008 Present
Other Businesses

Barrett Development, LLC Type of business: Sole Proprietorship, LLC Athens, TX Start date: 12/18/2019 Principal Hours per week: 1 Hours during trading: 0 Desc: Own the building and also has attached a separate office space housing a law firm. rental property Type of business: real estate Long Beach, CA Start date: 2/8/2016 landlord/owner Hours per week: 0 Hours during trading: 0 Maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-10
  • S66 Uniform Combined State Law Examination
    2008-04-10
Designations
  • Certified Financial Planner
Other Names
  • Colin Barrett

View on SEC IAPD

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