Jason Barber

Jason Barber, CFP®, is a seasoned financial professional with extensive experience in the investment advisory sector. Currently serving as Senior Partner at Uptick Partners since January 2024, Jason focuses on facilitating the transition of advisors from captive broker-dealers to independent Registered Investment Advisors (RIAs) by providing a supportive platform. In addition, as Founder and CEO of Holistic Planning since March 2023, Jason leads a fee-only RIA that prioritizes delivering value to clients while minimizing conflicts of interest. Previously, Jason worked as a Financial Advisor at Edward Jones from September 2011 to March 2023. Jason holds a Bachelor of Business Administration in Management Information Systems from Mays Business School at Texas A&M University.