LPL Financial
42yrs
Top advisor by experience in Rye Brook
11yrs
Jeromy Barton
Financial advisor at Wells Fargo Advisors
Jeromy Barton is a fiduciary financial advisor in Rye Brook, New York, with 11 years in the industry. After a year at TD Private Client Wealth, Jeromy joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 131 advisors with offices in Rye Brook, and one of 110 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office243 S Ridge St, Rye Brook, NY 10573
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jul 2023 – Sep 2024TD Private Client Wealth LLCPreviously
- Aug 2022 – Jul 2023Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jeromy
Tailored to Jeromy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeromy
How do I contact Jeromy?
Call Wells Fargo Advisors at 314-875-3000 and ask for Jeromy Barton. Jeromy works from the Rye Brook, NY office.
How long has Jeromy been a financial advisor?
Jeromy has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Jeromy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeromy a fiduciary?
Jeromy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeromy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jeromy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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