Jonathan David Barkley

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 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

• 01/2012 → 09/2016
  Ameriprise Financial Services Inc
  Galena, IL
• 10/2016 → Present
  Lpl Financial, Llc
  Galena, IL
• 10/2016 → Present
  Iht Wealth Management, Llc
  Chicago, IL

Previous Registrations

• 2012-01-06 → 2016-10-17
  Ameriprise Financial Services, Llc
  Galena, IL
  Davenport, IA
  Dubuque, IA
• 2007-05-11 → 2012-01-11
  Edward Jones
  Elizabeth, IL
  St Louis, MO
  Martinsburg, WV

Other Businesses

1. 10/14/2016: No Business Name - Investment Related - 707 Duggan Dubuque, IA 52003 - Real Estate Rental - 0 Hours Per Month - Time Spent 0% - Spouse owns property. 2. 10/14/2016: J. David Barkley and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 32 Hours Per Month/8 Hours During Securities Trading - Time Spent 20%. 3. 10/14/2016: IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 32 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 4. 10/26/2016: IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 128 Hours Per Month/32 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 128 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/28/2016: IHT WEALTH MANAGEMENT LLC - DBA: (Hybrid) J. David Barkley and Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 128 Hours Per Month During Securities Trading - Time Spent 80%.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-26

Other Names

• Jonathan Barkley
• David Barkley