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Tatiana Lynne Barry

Edward Jones

Westlake Village, CA

CRD 6351239

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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
CA RA APPROVED 2025-04-30
IL RA APPROVED 2023-08-14
TX RA APPROVED_RES 2018-12-19
MO RA APPROVED 2016-02-08
  • CA RA
    APPROVED
    Since 2025-04-30
  • IL RA
    APPROVED
    Since 2023-08-14
  • TX RA
    APPROVED_RES
    Since 2018-12-19
  • MO RA
    APPROVED
    Since 2016-02-08

Branch Locations

2629 Townsgate Rd Suite 135, Westlake Village, CA 91361 • 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 06/2014 03/2025
Edward Jones St. Louis MO 03/2025 Present
Other Businesses

Rental Property Saint Louis, MO Start date: 9/1/2023 Owner Hours per week: 0 Hours during trading: 0 Maintain property * Rental Property Chicago, IL Start date: 6/3/2025 owner Hours per week: 4 Hours during trading: 0 I own and rent out this property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-05
  • S66 Uniform Combined State Law Examination
    2014-09-05
Designations
  • Certified Financial Planner
Other Names
  • Tatiana Barry

View on SEC IAPD

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