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- Custodian
- Charles Schwab & Company · Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2023
- Office Locations
- 9
Office Locations
About Uptick Partners, LLC
Uptick Partners is a platform for breakaway advisors pursuing independence. Advisors can plug into its infrastructure for operational support, integrated technology, and compliance oversight while maintaining autonomy and focusing on client advice and practice growth. The firm operates across retail and institutional channels and supports custody through Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jason Michael Barber
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, FOUNDER, Managing Member
- CRD
- #5973780
- Ownership
- Less than 5%
Steven Wayne Barber
Chairman, FOUNDER, Managing Member
- CRD
- #2265413
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jared Davis
--
- CRD
- #8099760
Jonathan Dvorak
Financial Advisor, General Partner
- CRD
- #4858064
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,063,169,479 | $273,590 |
| Non-Discretionary | $0 | -- |
| Total | $1,063,169,479 | $273,590 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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