Jared Nathan Barber

Advisor at Edward Jones — Coos Bay, OR Central Ave

Updated today

Credentials

CFP®, ChFC®, Series 63

Experience

20 years

Location

Coos Bay, OR 97420

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jared Barber is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Edward Jones since 2006. Outside of his advisory role, he has been involved in managing ownership and maintenance of commercial properties in the Coos Bay and North Bend, Oregon areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Coos Bay, OR Central Ave

936 Central Ave

Coos Bay OR 97420

Advisors at this office

1

Most active in

Oregon · Texas

Work history

20 years of industry experience

Edward Jones

2006 - Present • 20 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jason F

Series 63, Series 66

Coos Bay, OR

HighRoad Wealth Advisors, LLC

Jason Finnigan is a financial advisor at HighRoad Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network and operated his own sole proprietorship prior to his current role. Finnigan is also a 50% owner of HighRoad Real Estate, LLC, where he manages commercial rental properties. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm uses asset allocation and Modern Portfolio Theory principles to construct portfolios and conducts regular account reviews with rebalancing and tax-loss harvesting.

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Jayden F

Series 65

Coos Bay, OR

HighRoad Wealth Advisors, LLC

Jayden Frank is a financial advisor at HighRoad Wealth Advisors, LLC in Coos Bay, OR. He holds a Series 65 designation and has been in the industry since 2022, including prior experience at HMW CPA's & Associates, LLC. He was a full-time student from 2015 to 2022 before beginning his advisory career. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and applies asset allocation and Modern Portfolio Theory principles in portfolio construction.

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Joshua S

Series 66

Coos Bay, OR

HighRoad Wealth Advisors, LLC

Joshua Snoddy is a financial advisor at HighRoad Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and operated as a sole proprietor prior to his current role. Outside of advisory services, he is a 50% owner of HighRoad Real Estate, LLC, a commercial real estate management business. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and constructs portfolios based on asset allocation and Modern Portfolio Theory principles.

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Jonathan H

Series 66

Coos Bay, OR

Morgan Stanley

Jonathan Hanson is a Series 66 licensed financial advisor with Morgan Stanley, based in Coos Bay, Oregon. He has 10 years of industry experience and has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved in a consulting business serving mining and construction companies through Resource Matters, LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through employer financial planning agreements.

General estate planning guidance
user avatar

Nicole M

Series 63, Series 65

North Bend, OR

Cetera

Nicole Miles is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2025. Prior to this, she was involved with Avantax Advisory Services and Generations Tax & Wealth Management LLC. Outside of her advisory work, she serves as secretary of the Floyd Ingram Charitable Foundation and is treasurer for the Coos Bay School Community Foundation, providing tax preparation and financial reporting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Joshua P

Series 66

Coos Bay, OR

Edward Jones

Joshua Payne is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Powder Tech Inc for 26 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Divorce financial planning General retirement planning Retired Founder/Business Owner Executive Women Professionals
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