Kathleen BarlowCRD Number: 6101970
Current Firm: Journey Strategic Wealth LLC
Kathleen Barlow (CRD# 6101970) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Journey Strategic Wealth LLC||Summit, NJ||Oct 2022 - Current||< 1|
|Raymond James Financial Services, Inc.||Salt Lake City, UT||Jul 2019 - Oct 2022||3|
|Raymond James Financial Services Advisors, Inc.||Salt Lake City, UT||Jul 2019 - Oct 2022||3|
|Women's Inspired Network||Park City, UT||Oct 2019 - Sep 2022||2|
|Raymond James & Associates, Inc.||Park City, UT||Sep 2018 - Jul 2019||< 1|
|Prime My Body||Park City, UT||Jul 2018 - Apr 2019||< 1|
|Raymond James And Associates||Salt Lake City, UT||Aug 2016 - Sep 2018||2|
|Edward Jones||St. Louis, MO||Nov 2012 - Aug 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,622MILLIONS
Total Number of Accounts742ACCOUNTS
Average Account Value$3,533,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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