Jannine Barbosa, financial advisor Middletown NY

Jannine Barbosa

CRD Number: 4723222
Current Firm: Kestra Private Wealth Services, LLC

Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middletown, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services Middletown, NY Aug 2019 - Current 4
Kestra Private Wealth Services Middletown, NY Aug 2019 - Current 4
Bruderman Asset Management, LLC Suffern, NY Mar 2015 - Aug 2019 4
Bruderman Brothers LLC Suffern, NY Mar 2015 - Aug 2019 4
Gary Goldberg & Company Inc. Suffern, NY Aug 2009 - Mar 2015 5
Gary Goldberg Planning Services Inc. Suffern, NY Aug 2009 - Mar 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Jannine M. Barbosa
Phone Number: 844-553-7872
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    4,480
    MILLIONS
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
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

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, VI, VT, WA, WI, WV, WY

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