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Jake Glenn Garcia Barber

Edward Jones

Milwaukie, OR

CRD 7868617

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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
TX RA APPROVED 2024-07-26
OR RA APPROVED 2024-05-14
  • TX RA
    APPROVED
    Since 2024-07-26
  • OR RA
    APPROVED
    Since 2024-05-14

Branch Locations

1912 Se Monroe Street, Milwaukie, OR 97222 • 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 02/2024 Present
University Of Portland Portland OR 07/2018 07/2023
West Linn High School West Linn OR 09/2014 06/2018
Unemployed West Linn OR 01/2013 02/2024
  • 02/2024 → Present
    St Louis, MO
  • 07/2018 → 07/2023
    University Of Portland
    Portland, OR
  • 09/2014 → 06/2018
    West Linn High School
    West Linn, OR
  • 01/2013 → 02/2024
    Unemployed
    West Linn, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-02
  • S66 Uniform Combined State Law Examination
    2024-05-02

View on SEC IAPD

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