James Joseph 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

• 10/2012 → 05/2022
  Emoney Advisor
  Radnor, PA
• 05/2022 → 09/2023
  Girard Advisory Services Llc
  King Of Prussia, PA
• 09/2023 → Present
  Edward Jones
  St Louis, MO
• 05/2022 → 09/2023
  Univest
  King Of Prussia, PA

Previous Registrations

• 2022-08-29 → 2023-09-08
  Girard Advisory Services, Llc
  King Of Prussia, PA

Other Businesses

Rental Property Lafayette Hill, PA Start date: 9/1/2020 Landlord Hours per week: 1 Hours during trading: 0 Property Maintenance * Rental Property Lafayette Hill, PA Start date: 1/1/2025 Husband to owner Hours per week: 0 Hours during trading: 0 None. Wife's rental property that she solely manages.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-11
• S65 Uniform Investment Adviser Law Examination
  2022-08-29

Other Names

• James J Barker
• James Joseph Barker