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Thomas Scott Barger

Advisor at J.P. Morgan Securities — Phoenix, AZ N North Valley Pkwy

Updated today

Credentials

Series 66

Experience

6 years

Location

Phoenix, AZ 85086

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,410

Across 3,647 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Thomas Barger is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. His prior roles include positions at Charles Schwab and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG considerations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Occupation focus

Based on J.P. Morgan Securities

Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% $50 million - $100 million: 0.25% $100 million - $250 million: 0.20% $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Phoenix, AZ N North Valley Pkwy

34630 N North Valley Pkwy

Phoenix AZ 85086

Advisors at this office

2

Most active in

Arizona · Texas

Work history

6 years of industry experience

JPMorgan Chase BAnk, N.A.

2026 - Present • 1 year

Phoenix, AZ

J.P. Morgan Securities

2026 - Present • 1 year

Phoenix, AZ

CHARLES SCHWAB

2021 - 2026 • 5 years

Phoenix, AZ

Bank of America/Merrill Lynch

2011 - 2021 • 10 years

Phoenix, AZ

Disclosures

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

Business activities & affiliations

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Ronald L

Series 65

Cave Creek, AZ

Atlas Wealth Management, LLC

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner

Creighton H

CFP®, ChFC®, Series 63

Scottsdale, AZ

Guardian Life

Creighton Hardy is a CFP®, AEP®, CEPA® and ChFC® with 11 years of experience in the financial services industry. Our fees are based upon the value that we can create and complexity not assets necessarily unless we engage in asset management services. He is currently a Partner & Wealth Advisor at WestPac Wealth Partners after Exiting his own firm Hardy Wealth Management WestPac Wealth Partners an OSJ with Park Avenue Wealth Management, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is a Licensed Broker outside of Guardian

Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Entity structure planning (LLC, S-Corp) Equity Recipients (RS/RSU, SOP, ESPP) Equity compensation tax strategy Founder/Business Owner Professional Athlete Executive Doctor or Medical Professional Financial Professional Approaching retirement Widow/Widower Sandwich Generation Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)
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Joel B

Series 63, Series 65

Peoria, AZ

21:5 Advisors, LLC

Joel Beyer is a financial advisor at 21:5 Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Heritage Wealth Management and RFG Advisory. Beyer has been self-employed since 1989 and founded 21:5 Advisors in 2024. 21:5 Advisors provides investment management, comprehensive financial planning, and facilitates estate-planning document preparation through third-party technology platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and businesses, employing a mix of passive and active investment strategies guided by modern portfolio theory and emphasizing integrated operational and cybersecurity planning.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Peter M

Series 63, Series 65

Sun City West, AZ

Martin Financial Solutions, LLC

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

Active portfolio management Options & derivatives strategies Real estate investing Long-term care insurance Disability insurance
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Noel E

Series 65

Carefree, AZ

EP Wealth Management LLC

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Annuities
user avatar

Saul M

CFP®, Series 63

Scottsdale, AZ

True Fiduciary Financial Advisors, LLC

Saul Medina is a CFP® professional with 14 years of experience in financial advising. He is the sole advisor at True Fiduciary Financial Advisors, LLC, an independent firm he has led since 2021. Prior to founding True Fiduciary, he worked for Vanguard from 2014 to 2021. Additionally, Medina is active in real estate sales as a licensed Realtor, partnering with buyers and sellers in property transactions. True Fiduciary Financial Advisors primarily serves individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a long-term investment approach based on modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs, and accepts both discretionary and non-discretionary mandates.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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