BK
CFP
BK
CFP

Barton Joseph Kershner

18 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

702 King Farm Blvd., Ste. 201, Rockville, MD, 20850

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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

Barton works as a client relationship consultant for Gallagher Fiduciary Advisors, providing retirement plan consulting, dedicating nearly full-time hours. He also works as a client relationship consultant for Gallagher Benefit Services, providing retirement plan consulting services, investment monitoring, participant education, and handling plan sponsor inquiries, taking about a quarter of his time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
Kestra Advisory Services, LLC
April 2016 - March 2022 · 5 yrs 11 mos
Kestra Investment Services, LLCBroker
March 2015 - March 2022 · 7 yrs
NFP Advisor Services, LLC
March 2015 - September 2016 · 1 yr 6 mos
Global Retirement Partners LLC
September 2014 - January 2015 · 4 mos
LPL Financial LLCBroker
September 2014 - January 2015 · 4 mos
Financial Telesis, INC.
October 2013 - December 2014 · 1 yr 2 mos
Financial Telesis INCBroker
October 2013 - September 2014 · 11 mos
Glass Jacobson Investment Advisors, LLC
January 2013 - August 2013 · 7 mos
Triad Advisors, INC.Broker
January 2013 - August 2013 · 7 mos
Financial Telesis, INC.
November 2010 - January 2013 · 2 yrs 2 mos
Financial Telesis INCBroker
November 2010 - January 2013 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
State Registrations11 states
CADEFLMDNCNJNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barton Joseph Kershner - Financial Advisor | TrueAdvisor