Robert Barcelona
CRD Number: 6303067Current Firm: Fiduciary Financial Advisors
Compensation Model: Both
Rob has been a part of the MTJR Group since it's establishment in 2017, having worked at Merrill Lynch since 2014. Rob has experience providing first class service to clients along with connecting people to the right resources and custom strategies. Prior to joining the team he worked for JPMorgan Chase Bank as a Relationship and Small Business Banker in Grand Rapids and Ann Arbor since 2010. Community development and education have been the foundation for his personal life and work career. Rob is a member of the University Club of Grand Rapids and The Young Alumni Council at Grand Valley State University, Rob is dedicated to the further development and vitality of Grand Rapids. He holds a Series 6, 7, 63 and 65 FINRA registrations. In his free time Rob enjoys running, cycling, and Michigan Football along with being a strong supporter of the craft brewing industry in West Michigan.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hb Wealth Management, LLC | Grand Rapids, MI | Sep 2019 - Current | 4 |
| Bank Of America N.a. | Grand Rapids, MI | Dec 2014 - Sep 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids, MI | Oct 2014 - Sep 2019 | 4 |
| Jpmorgan Securities LLC | Ann Arbor, MI | Feb 2014 - Oct 2014 | < 1 |
| Jpmorgan Chase Bank | Ann Arbor, MI | Dec 2010 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2014 |
- MI
-
Total Assets Under Management555MILLIONS
-
Total Number of Accounts1,294ACCOUNTS
-
Average Account Value$429,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, CA, CO, FL, IL, IN, MI, MN, NC, NE, NH, NY, OH, OR, TN, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.