Eric Andrew Barker

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 12/2016
  Gladstone Law Group
  Boca Raton, FL
• 08/2016 → 08/2018
  Florida Atlantic University
  Boca Raton, FL
• 02/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 11/2018 → Present
  Innovative Wealth Management
  Boca Raton, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

1) Innovative Wealth Management - DBA; Investment Related; 433 Plaza Real Suite 351, Boca Raton, FL 33432; start date 04/04/2019 - Junior Advisor; 80 hours per month, 40 hours per month during securities trading hours. 2) Strategic Wealth Solutions, LLC; not investment Related; Start Date 9/8/2020 - managing member; 433 Plaza Real, Suite 351 Boca Raton, FL 33432; Sales & Service of Fixed Insurance; 15 hours per month, 15 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-23