Gary
Breitbarth

Heacock & Jones Financial Services, Inc

CRD#3087498
Investment Advisor
in Onawa, IA

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About this Advisor

Gary Breitbarth is a financial advisor based in Onawa, Iowa who has 20 years of industry experience. Breitbarth is an advisor for Heacock & Jones Financial Services, Inc. Breitbarth has gained experience at Heacock & Jones Financial Services, Inc and Gary L. Breitbarth, Cpa. Breitbarth holds a Series 63 license, designating them as a securities broker, and can operate in Iowa. Heacock & Jones Financial Services, Inc is an advisory company based in Dubuque, IA. It has a total of eight financial advisors. It controls $386 million in assets under management across its 669 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 669 accounts, 22% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the type of financial services offered. Fee types billed by Heacock & Jones Financial Services, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Onawa, IA

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Heacock & Jones Financial Services, Inc Brokerage Details

Total Assets Under Management

$385,452,447

IA Average: $9,259,360,772
Total Number of Employees

8

IA Average: 166
Total Number of Accounts

669

IA Average: 7,189
Average Account Size

$576,162

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Gary Breitbarth Work History

Gary has been registered as a financial advisor for 20 years.*

2003 - Present (21 years)

Heacock & Jones Financial Services, Inc

2003 - Present (21 years)

Gary L. Breitbarth, Cpa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Breitbarth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Heacock & Jones Financial Services, Inc

Douglas Koopmann
Dubuque, IA
Gary Breitbarth
Onawa, IA
Sharon Kluesner
Dubuque, IA
Paul Heacock
Dubuque, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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