Jennifer Barry is a CFP-designated registered investment advisor, based in Farmington, CT, with 28 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold.
Location
281 Farmington Avenue, Farmington, CT, 06032-1911
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer is a sole proprietor of Executive Financial Services, an insurance business, and collects trails from it, dedicating a few hours per week. She also acts as a guardian for Ellen Thorsen, trustee for the Devanney Family Trust, power of attorney for John and Linda Devanney, and works as a financial planner/investment advisor at Connecticut Wealth Management, LLC, spending full-time hours there.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Connecticut Wealth Management, LLC
Previous Registrations
Capital Strategies, INC.
LPL Financial LLC
LPL Financial LLCBroker
Fairport Capital, INC.Broker
State Registrations2 states
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
More Advisors
- Nathaniel Morris, CFPEssex Financial Services, INC.
- Gerald Creem, CFAWells Fargo Advisors
- Hugo Soares, CFANavigator Financial LLC
- Meredith Pickett, CFPConnecticut Wealth Management, LLC
- Denis Horrigan, CFPConnecticut Wealth Management, LLC
- Thomas Grant, ChFCPark Avenue Securities LLC