Michael Barton

Advisor at Edward Jones

Updated today

Location

Ripley, WV 25271

Credentials

Series 66

Industry experience

8 years

About

Michael Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for R&L Carriers for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

420 Charleston Drive Suite C

Ripley, WV 25271

Most active in

Texas · West Virginia

Work history

Edward Jones

2018 - Present (8 years)

R&L Carriers

2000 - 2018 (18 years)

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

Maxwell K

Series 63, Series 65

Ripley, WV

Blackbear Capital, LLC

Maxwell Knapp is a financial advisor at Blackbear Capital, LLC with five years of industry experience. He previously worked at United Bankshares Inc. and Comvest Partners. Outside of his advisory role, he is involved in several business ventures including co-ownership of a fitness and rehabilitation center and an online software demonstration company. Blackbear Capital provides discretionary investment management and financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, managing portfolios with equities, fixed income, mutual funds, ETFs, and select alternative strategies.

Private / alternative investments Tax-loss harvesting Wealth management
user avatar

Jack W

Series 66

Ripley, WV

Blackbear Capital, LLC

Jack Whitney is a financial advisor with Blackbear Capital, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at United Brokerage, United Bank, and the State of West Virginia. Blackbear Capital provides discretionary investment management and ongoing financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, tailoring portfolios to client objectives and risk tolerance while maintaining relationships with state and municipal government clients.

Private / alternative investments Tax-loss harvesting Wealth management

Caleb D

Series 66

Ravenswood, WV

Edward Jones

Caleb Durst is a financial advisor with Edward Jones in Ravenswood, West Virginia, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of strategies through its SEC-registered advisory program and has approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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