Jacob Barnes, financial advisor Leawood KS
98 score

Jacob Barnes

CRD Number: 6079812
Current Firm: Financial Advisory Service Inc.
Compensation Model: Fee Only

Jacob Barnes (CRD# 6079812) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fas Corp. Leawood, KS Jun 2012 - Current 4
Financial Advisory Service, Inc. Leawood, KS Jun 2012 - Current 4
Cerner Corporation Kansas City, MO Jun 1997 - Jun 2012 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
S7 General Securities Representative Examination (GS) Aug 2012
Contact Info for Jacob S. Barnes
By the Numbers
  • Total Assets Under Management
    964
    MILLIONS
  • Total Number of Accounts
    3,075
    ACCOUNTS
  • Average Account Value
    $313,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NY, OK, TX, WI

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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