James Barri, financial advisor Burlington MA

James Barri

CRD Number: 6919609
Current Firm: Fidelity Personal And Workplace Advisors

James Barri (CRD# 6919609) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlington, MA and has over 4 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH Feb 2018 - Current 5
Datadog Boston, MA Jun 2017 - Jan 2018 < 1
Brooksource West Hartford, CT Jun 2016 - May 2017 < 1
University Of Connecticut Storrs, CT Aug 2012 - May 2016 3
S'well Bottle New York, NY Jun 2015 - Aug 2015 < 1
Brooks Brother's Clinton, CT Jun 2014 - Aug 2014 < 1
Ac Peterson's Old Lyme, CT Jun 2013 - Aug 2014 1
Essex Financial Services Essex, CT Jun 2011 - Jan 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for James E. Barri
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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