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Crystal Barker

Edward Jones
16 Years of Experience
Edgewater, MD
Broker
View SEC Summary
View SEC Summary

Crystal Barker is a CFP-designated registered investment advisor at Edward Jones, based in Edgewater, MD, with 16 years of industry experience. Crystal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

157 Mitchells Chance Rd, Edgewater, MD, 21037

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Crystal owns JASCO, LLC, which is involved in property lease/management, agritourism, agriculture, and livestock. Crystal also owns rental property and is an NRA certified pistol instructor, but spends minimal time on these activities.

Employment History
Current Registrations
Edward JonesBroker
May 2018 - Present · 8 yrs 5 mos
Edward Jones
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
PNC Investments
March 2015 - May 2018 · 3 yrs 2 mos
PNC InvestmentsBroker
March 2015 - May 2018 · 3 yrs 2 mos
Suntrust Investment Services, INC.Broker
July 2011 - February 2015 · 3 yrs 7 mos
Suntrust Investment Services, INC.
July 2011 - February 2015 · 3 yrs 7 mos
Edward Jones
September 2008 - March 2010 · 1 yr 6 mos
Edward JonesBroker
September 2008 - March 2010 · 1 yr 6 mos
State Registrations8 states
DEFLMDNCNYPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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