Jason Michael Barber

Current Employers

Employment History

• 09/2011 → 03/2023
  Edward Jones
  St Louis, MO
• 03/2023 → Present
  Uptick Partners, Llc
  Nacogdoches, TX

Previous Registrations

• 2011-11-11 → 2023-03-06
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Nacogdoches, TX

Other Businesses

1) HOLISTIC TAX SOLUTIONS, LLC: NOT INVESTMENT RELATED: NACOGDOCHES, TX: ACCOUNTING FIRM: OWNER: 01/01/2024: HOURS PER MONTH; 5: HOURS DURING TRADING HOURS, 5: TAX ADVICE/PREPARATION BUSINESS. 2) 777 COMMERCIAL PROPERTIES, LLC: COMMERCIAL PROPERTY MANAGEMENT: NACOGDOCHES, TX: Start date: 4/27/2021: MEMBER: Hours per week 0: Hours during trading: 0. 3) PATRIOT CRUISER, LLC: Type of business: VEHICLE RENTAL: NACOGDOCHES, TX: Start date: 4/1/2022: MEMBER: Hours per week: 0: Hours during trading: 0. 4) Uptick Partners DBA, owned by Holistic Planning LLC; Not investment related - IAR Recruiting; 777 East Austin St, Nacogdoches, TX 75965; Owner; 3/4/24; 5 hours per month during trading hours; Recruiting and transition consulting. 5) Published book The Bridge Builder Path To Independence; investment related (for breakaway advisors); 777 East Austin, Nacogdoches, TX 75965; co-author; 8/15/24; 0 Hours during securities trading hours; co-author 6) HolisticOS; Investment Related; 777 East Austin St, Nacogdoches, TX 75965; Founder; June 1, 2026; 10 HRS/MTH during securities trading hours; Founder of FinTech firm

Exams

• S66 Uniform Combined State Law Examination
  2011-11-10

Designations