Elizabeth Rose 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

• 03/2008 → 06/2018
  Rbc Capital Markets Corporation
  Conshohocken, PA
• 06/2018 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2007-10-26 → 2018-07-11
  Rbc Capital Markets, Llc
  Conshohocken, PA
• 2004-08-18 → 2007-10-30
  Td Wealth Management Services Inc.
  Conshohocken, PA
  Conshohocken, PA

Other Businesses

Rental Property Type of business: vacation home rental Brigantine, NJ Start date: 7/25/2025 co-owner with my spouse Hours per week: 0 Hours during trading: 0 We strictly use a local realtor in Brigantine to manage the 4/5 weeks of rental in the Summer months only. * "She Writes Press Type: Date: 09/14/15 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: book sales royalties City-State: Tempe AZ"

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-17
• S63 Uniform Securities Agent State Law Examination
  1984-03-28

Other Names

• Betty Barker
• Elizabeth Rose Jacobs