Ian
Barr

E*Trade Capital Management, LLC

CRD#3168350
Investment Advisor
in Portland, OR
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About this Advisor

Ian Barr is a certified financial planner located in Portland, Oregon. Currently an investment advisor with E*Trade Capital Management, LLC, they have gathered 12 years of professional experience as a financial advisor. Barr holds Series 63, Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Barr is able to serve investors in Oregon. Throughout their career, Barr has worked at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, University Of Chicago Booth School Of Business, Associated Bank, Na, Jpmorgan Securities LLC, E*Trade Capital Management LLC, Fisher Investments and E*Trade Securities LLC. E*Trade Capital Management, LLC is headquartered in Portland, Oregon, and operates out of 33 additional locations across the country. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 29,958 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. E*Trade Capital Management, LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

500 Sw 5Th Ave
Portland, OR 97204

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,673,424,781

OR Average: $7,464,549,021
Total Number of Accounts

35,265

OR Average: 3,892
Average Account Size

$160,880

OR Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ian Barr Work History

Ian has 12 years of experience.

2018 - Present (1 years)

E*Trade Capital Management LLC

2018 - Present (1 years)

E*Trade Securities LLC

2015 - 2018 (3 years)

Fisher Investments

2013 - 2015 (2 years)

Jpmorgan Securities LLC

2011 - 2013 (2 years)

Associated Bank, Na

2009 - 2011 (2 years)

J.P. Morgan Securities Inc

2009 - 2011 (2 years)

Jpmorgan Chase Bank

2006 - 2008 (2 years)

University Of Chicago Booth School Of Business

Disclosures

Ian Barr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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