Janet Barrett, financial advisor Doylestown PA

Janet Barrett

CRD Number: 4614111
Current Firm: Cwm, LLC

Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Barrett Investments LLC Horsham, PA Oct 2023 - Current < 1
Cetera Advisor Networks El Segundo, CA Dec 2018 - Current 5
Strategic Wealth Partners Doylestown, PA Nov 2018 - Current 5
Cwm, Llc Dba Carson Group Partners Omaha, NE Oct 2018 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Horsham, PA Jun 2008 - Dec 2018 10
Waddell & Reed, Inc. Collegeville, PA Mar 2008 - Dec 2018 10
Janet Barrett North Wildwood, NJ Jul 2011 - Jul 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Janet E. Barrett
Phone Number: 402-330-0808
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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