James Barrett, financial advisor Grand Blanc MI
93 score

James Barrett

CRD Number: 3069397
Current Firm: Acorn Wealth Advisors, LLC

James Barrett (CRD# 3069397) is an Investment Advisor Representative working at Acorn Wealth Advisors, LLC in Grand Blanc, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2014 - Current 2
Acorn Wealth Advisors Grand Blanc, MI May 2014 - Current 2
American Express Financial Advisors Inc. Olamos, MI Jun 1998 - Apr 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for James J. Barrett
Phone Number: 810-953-4444
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    1,347
    ACCOUNTS
  • Average Account Value
    $134,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IL, MI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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