Crystal Sage Barker

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

• 08/2016 → 05/2018
  Pnc Bank
  Bethesda, MD
• 08/2016 → 05/2018
  Pnc Investments
  Pittsburgh, PA
• 05/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2015-03-03 → 2018-05-22
  Pnc Wealth Management Llc
  Severna Park, MD
  Ellicott City, MD
  Bethesda, MD
  Bethesda, MD
  Bel Air, MD
• 2011-07-06 → 2015-02-11
  Truist Investment Services, Inc.
  College Park, MD
  Takoma Park, MD
  Silver Spring, MD
  Adelphi, MD
  Ellicott City, MD
  Columbia, MD
  Fulton, MD
  Columbia, MD
  Ellicott City, MD
  Laurel, MD
  Largo, MD
  Olney, MD
  Gaithersburg, MD
  Gaithersburg, MD
  Catonsville, MD
• 2008-09-29 → 2010-03-04
  Edward Jones
  St Louis, MO
  Edgewater, MD
  Arnold, MD

Other Businesses

JASCO, LLC Type of business: Property Lease/Management/Agri West River, MD Start date: 5/1/2019 Owner Hours per week: 1 Hours during trading: 0 Agritourism, agriculture raising and harvesting, livestock JASCO LLC; NRA Certified Pistol Instructor Type of business: Education West River, MD Start date: 12/19/2022 NRA Certified Pistol Instructo Hours per week: 1 Hours during trading: 0 Instructor led pistol certification

Exams

• S66 Uniform Combined State Law Examination
  2008-09-12

Designations

• Certified Financial Planner

Other Names

• Crystal Sage Steppler-Krieg