Jeffrey Barling
Jeffrey Barling is a registered investment advisor at Alight Financial Advisors, LLC, based in Vacaville, CA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Location
Vacaville, CA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2017Other Business ActivitiesSells Insurance
Jeffrey is the broker of record for a group healthcare plan through Humana and California Choice, dedicating minimal time to this non-investment related activity. He also works as an independent contractor for DoorDash, spending a few hours per week.
Employment History
Current Registrations
Alight Financial Advisors, LLC
Alight Financial Solutions, LLC
Alight Financial Solutions, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations14 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.