James Benson Barton

Current Employers

Employment History

• 09/1986 → Present
  Jim Barton & Assoc.
  Granville, OH
• 03/2015 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Granville, OH

Previous Registrations

• 2015-03-11 → 2023-11-03
  Fsc Securities Corporation
  Granville, OH
  Atlanta, GA
  Granville, OH

Other Businesses

1. INDEPENDENT INSURANCE AGENT (DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS); 40 SECURITIES TRADING HOURS WEEKLY; 2 NON SECURITIES TRADING HOURS WEEKLY; START DATE 1/1987. 2. JIM BARTON & ASSOCIATES INC; POSITION: PRESIDENT / CEO; NATURE: CORPORATION, LIFE INSURANCE AGENCY; INVESTMENT RELATED: YES; NUMBER OF HOURS: 100; SECURITIES TRADING HOURS: 100; START DATE: 01/04/1987; ADDRESS: 945 RIVER ROAD, GRANVILLE OH 43023; DESCRIPTION: LIFE & HEALTH INSURANCE BROKER AND HEALTH INSURANCE CONSULTANT. 3. BARTON & KESSLER LLC; POSITION: LLC MEMBER; NATURE: LLC - REAL ESTATE; INVESTMENT RELATED: NO; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0; START DATE: 10/01/2000; ADDRESS; DESCRIPTION: REAL ESTATE MAINTENANCE WITH FUTURE DEVELOPMENT POTENTIAL. 4. JAMES E. BARTON REVOCABLE LIVING TRUST POSITION: Trustee NATURE: Revocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2013 ADDRESS: 945 River Rd, PO Box 476, Granville OH 43023, United States DESCRIPTION: I am responsible for all things related to the trust, including asset management decisions, income distributions and reporting to the trust beneficiaries (of which I am one). 5. BETH ECKELS TRUST POSITION: Trustee NATURE: My sister's revocable trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2020 ADDRESS: PO Box 476, Granville OH 43023, United States DESCRIPTION: Trust (financial) management 6. SUGAR LOAF FOUNDATION POSITION: President of the board of trustees NATURE: The foundation oversees the beautification and safety concerns of a local park in Granville, Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1997 ADDRESS: PO Box 476, Granville OH 43023, United States DESCRIPTION: I coordinate landscaping efforts and arborist concerns. 7. BUCKINEER, LLC POSITION: Member NATURE: Rental property in Morgantown, WV where my son is attending college. He and 3 other tenants occupy the property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 945 River Rd, PO Box 476, Granville OH 43023, United States DESCRIPTION: I manage a rental property - collecting rent, paying bills, monthly clean up / fix up. Nothing further. 8.INDEPENDENT INSURANCE AGENT POSITION: President NATURE: Employee benefits including: Health Insurance,Dental, Long term & Short term Disability Income, Individual Disability Income, Fixed Annuities, Individual Life Insurance, Long Term Care, and Medicare related products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1987 ADDRESS: 945 River Road, PO Box 476, Granville OH 43023 OH 43023, United States DESCRIPTION: Life, Health and Employee Benefits broker/advisor/agent calling on existing customers and new prospects.

Other Names

• Ben Barton