James Thibault, financial advisor Torrington CT

James Thibault

CRD Number: 4837211
Current Firm: Barron Financial Group, LLP
Compensation Model: Both

Barron Financial is a personal wealth management firm that was founded on the principal of providing independent, objective financial advice to our clients.  We manage or oversee more than $75 million in client assets and maintain low client-to-advisor ratios which we believe is critical to delivering personalized, best-in-class wealth management services for our clients.

 

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Barron Financial Group, LLP Torrington, CT Mar 2006 - Current 18
Purshe Kaplan Sterling Investments Torrington, CT Mar 2006 - Oct 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for James A. Thibault
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $295,139
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NH, NY, SC

Firm Disclaimer:

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments

Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (Ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISOR and AWMA® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and  in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

BARRON FINANCIAL GROUP, LLP is a Registered Investment Advisor. This web site is not a solicitation or offer to sell investment advisory services. BARRON FINANCIAL GROUP, LLP provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists.

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of BARRON FINANCIAL GROUP, LLP. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and BARRON FINANCIAL GROUP, LLP does not guarantee their timeliness or accuracy. Clients should consult their advisor with to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. The value and income of any of the securities or financial instruments mentioned on this site can fall as well as rise, and an investor may get back less than he or she invested. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.

At certain places on this site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of BARRON FINANCIAL GROUP, LLP. BARRON FINANCIAL GROUP, LLP does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BARRON FINANCIAL GROUP, LLP.

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