Jagger Barrett (CRD# 7859514) is an Investment Advisor Representative working at Beacon Financial Planners, Inc. in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 7438882
Worthwise Financial Partners
CRD# 4928336
Worthen Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Financial Planners, Inc. | Houston, TX | Feb 2024 - Current | < 1 |
| Beacon Financial Planners, Inc. | Houston, TX | Sep 2023 - Feb 2024 | < 1 |
| Unemployed | Houston, TX | Jun 2023 - Aug 2023 | < 1 |
| University Of Houston | Houston, TX | Aug 2021 - May 2023 | 1 |
| Beacon Financial Planners, Inc. | Houston, TX | Mar 2023 - Apr 2023 | < 1 |
| Murphy Oil Corporation | Houston, TX | Jun 2022 - Aug 2022 | < 1 |
| San Jacinto College | Pasadena, TX | Aug 2020 - Jul 2021 | < 1 |
| Brinker International | League City, TX | Mar 2021 - Apr 2021 | < 1 |
| Pluckers Wing Bar | Webster, TX | Aug 2019 - Jul 2020 | < 1 |
| Pearland Jr/senior High School | Houston, TX | Jan 2014 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- TX
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Total Assets Under Management15MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$97,905
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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