Jason Barber is a CFP-designated registered investment advisor at Uptick Partners, LLC, based in Nacogdoches, TX, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 1,139 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% based on a blended tier fee schedule. Fees are negotiable and may vary by client.
Fee Estimator
Contact
Jason Barber
Location
777 East Austin, Nacogdoches, TX, 75965
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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
Jason is the owner of Holistic Tax Solutions, LLC, an accounting firm, and spends minimal time on tax advice and preparation. He is also involved in commercial property management, vehicle rental, IAR recruiting, and co-authored a book for breakaway advisors, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Uptick Partners, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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
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