Jeffrey BarnettCRD Number: 4410315
Current Firm: Shelter Rock Management, LLC
Jeffrey Barnett (CRD# 4410315) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Jericho, NY and has over 2 years of experience in the finance industry.
Cetera Investment Advisers LLC
American Portfolios Advisors, Inc.
|Shelter Rock Management, LLC||Greenville, SC||Apr 2021 - Current||2|
|Retired||Greenville, SC||Dec 2019 - Apr 2021||1|
|Precision Valve Corporation||Greenville, SC||Dec 2018 - Dec 2019||1|
|Sealed Air Corporation||Duncan, SC||Jun 2013 - Sep 2018||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2021|
Total Assets Under Management158MILLIONS
Total Number of Accounts266ACCOUNTS
Average Account Value$593,188
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MO, NY, SC
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