Barry Jamieson, financial advisor Groveport OH

Barry Jamieson

CRD Number: 6663647
Current Firm: Rebel Financial, LLC

Barry Jamieson (CRD# 6663647) is an Investment Advisor Representative working at Rebel Financial, LLC in Groveport, OH and has over 9 years of experience in the finance industry. Barry Jamieson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rebel Financial, LLC Groveport, OH Mar 2022 - Current 2
Cmp Financial Planning Columbus, OH Oct 2014 - Mar 2022 7
Ohio State University Columbus, OH Apr 2007 - Aug 2015 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Barry K. Jamieson
Phone Number: 614-441-9605
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    249
    MILLIONS
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $514,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, LA, NC, NE, NH, OH, PA, TX, WV

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