James Barnash, financial advisor Stamford CT

James Barnash

CRD Number: 839995
Current Firm: Ns Capital, LLC

James Barnash (CRD# 839995) is an Investment Advisor Representative working at Ns Capital, LLC in Stamford, CT and has over 10 years of experience in the finance industry. James Barnash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ssn Avisory, Inc. Brookfield, WI Jul 2018 - Current 5
Securities Service Network Brookfield, WI Jun 2018 - Current 5
Z Ent Ltd. Dba Choice Advisors, Fixed Insurance Sales Brookfield, WI Mar 2018 - Current 6
Focused Tax Solutions Brookfield, WI May 2017 - Current 6
Wealth Financial Advisory Services, LLC Buffalo Grove, IL Mar 2016 - Current 8
Sanders Morris Harris Inc. Houston, TX May 2013 - Dec 2015 2
Edelman Financial Services LLC Fairfax, VA May 2013 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
S63 Uniform Securities State Law Examination Jul 2018
Contact Info for James A. Barnash
Phone Number: 866-676-6002
Registered State(s):
  • CT
  • IL
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $779,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CT, FL, GA, IL, MA, NC, NJ, NY, SC, TX

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