Jason Barney
Jason Barney is a ChFC-designated registered investment advisor at Wealth Alliance, LLC, based in El Cajon, CA, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 266 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
1870 Cordell Ct. #106, Ste. 106, El Cajon, CA, 92020
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
Jason is an IAR at Wealth Alliance, a registered RIA, dedicating nearly full-time hours to this role. He is also a CA insurance agent offering various insurance products since 1999, spending a few hours per week on this activity, and owns Wealth Alliance Tax and Financial Services LLC, providing tax preparation and bookkeeping services, which takes about a quarter of his time.
Employment History
Current Registrations
Wealth Alliance, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Crosswind Advisory LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations9 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.