Julie Elise Barker
Investment Adviser Representative at Bankers LIFE Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julie Elise Barker is an investment adviser representative with Bankers LIFE Advisory Services, Inc. in Phoenix, AZ, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 5 firms, including CWM, LLC and Charles Schwab & Co., Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona, Colorado, and Kansas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Colorado, Kansas
- Broker:
6 states and territories
Arizona, Colorado, Kansas, New Mexico, Ohio, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- USAA Financial Advisors, Inc.Sep 2007 – Oct 2017Phoenix, AZ
- USAA Financial Planning ServicesMar 2013 – Oct 2017Phoenix, AZ
- Charles Schwab & Co., Inc.Apr 2019 – Jul 2022Phoenix, AZ
- UnemployedOct 2017 – Mar 2019Phoenix, AZ
- bloomingdales.comMar 2019 – Apr 2019Tempe, AZ
- Cetera Advisor NetworksJul 2022 – Sep 2023El Segundo, CA
- CWM, DBA Carson PartnersJul 2022 – Sep 2023Scottsdale, AZ
- Integrated Wealth ManagementJul 2022 – Sep 2023Scottsdale, AZ
- KHAN FinancialOct 2023 – no end date reportedPhoenix, AZ
- Bankers Life Securities, IncNov 2024 – no end date reportedPhoenix, AZ
- Bankers Life & Casualty, IncMar 2024 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bankers LIFE Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Greater than $4 million0.30%
- $2 million to $4 million0.40%
- $1 million to $2 million0.50%
- $1 million and below1.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 533
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Chicago, IL
- SEC file number:
- 801-106953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Bankers LIFE Advisory Services, Inc.
Showing 12 of 533 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie Elise Barker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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