Jon Barton
Jon Barton is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 25 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 7,106 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Clients that utilize only RBC UP Specialty Portfolio without a model provider fee in their allocation will receive up to a 25-basis point (.25%) discount to the Program Fee. Clients in the RBC Advisor Program will also receive up to a 25-basis point (.25%) discount to the Program Fee.
Fee Estimator
Location
5400 University Ave, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jon works as an Investment Adviser Representative at FBL Wealth Management, LLC. The time commitment varies.
Employment History
Current Registrations
Fbl Marketing Services, LLCBroker
Fbl Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Change Path LLC
Bank Fund Equities, INC.Broker
Dewaay Capital Management
Commerce Wealth Advisers, LLC
Dewaay Financial Network, LLCBroker
Metlife Investors Distribution CompanyBroker
Dewaay Capital Management
Dewaay Financial Network, LLCBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Equitrust Marketing Services, LLCBroker
New England SecuritiesBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.