JB
CFP
JB
CFP
Jack Barker is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Dallas, TX, with 7 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
4,773 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$13.4B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5420 LBJ Freeway, Suite 535, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
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Criminal
April 2015Final Disposition
Employment History
Current Registrations
The Mather Group, LLC
July 2025 - Present · 10 mos
Previous Registrations
Eq Wealth Advisors
November 2023 - June 2025 · 1 yr 7 mos
Bfs Advisory Group, LLC
March 2023 - November 2023 · 8 mos
Fsc Securities Corporation
January 2022 - November 2023 · 1 yr 10 mos
Fsc Securities CorporationBroker
January 2022 - November 2023 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
November 2018 - January 2022 · 3 yrs 2 mos
State Registrations1 state
TX
Advisor
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.