JB
JB

James Barrons

21 Years of Experience
Phoenix, AZ

James Barrons is a registered investment advisor at First Financial Strategies INC, based in Phoenix, AZ, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Tax Planning. Their firm serves 3 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$13.3M

Fee Structure

Minimum Investment:$250K

First Financial Strategies no longer directly manages client investments or charges fees. Instead, they refer clients to Morgan Stanley. Morgan Stanley charges 1% of assets under management, and First Financial Strategies receives 40% of that fee.

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Location

1430 E Missouri Avenue, Suite B-160, Phoenix, AZ, 85014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is Chairman and CEO of RMG Outdoor, Inc. (fabrication of outdoor billboards), President of Genesis Outdoor Advertising, Inc. (owns outdoor billboard structures), President of First Financial Investment Group, Inc. (owns real estate & other investments), CEO of Quality Billboards, Inc. (fabricates faces for billboard structures), President of Four Peaks Landscape Management, Inc., and Managing Member of FFRB Investors LLC (invests in hotel operations).

Employment History
Current Registrations
First Financial Strategies INC
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
First Financial Strategies INC
February 2004 - June 2012 · 8 yrs 4 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Barrons - Financial Advisor | TrueAdvisor