Jeffrey Barnard, financial advisor Roswell GA
93 score

Jeffrey Barnard

CRD Number: 5509920
Current Firm: Global Financial Private Capital, LLC

Jeffrey Barnard (CRD# 5509920) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Roswell, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital, LLC Sarasota, FL May 2015 - Current 1
J & J Barnard, Inc. Alpharetta, GA Aug 1998 - Current 18
Brookstone Capital Management Wheaton, IL Mar 2014 - May 2015 1
Alphastar Capital Management Cornelius, NC Jan 2012 - Mar 2014 2
Brookstone Capital Management Wheaton, IL Oct 2008 - Jan 2012 3
Woodstock Financial Group Woodstock, GA Mar 2008 - Oct 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Jeffrey A. Barnard
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • GA
  • OR
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
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)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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