Jeffrey Barnard
Jeffrey Barnard is a registered investment advisor at Barnard Financial Group, LLC, based in Roswell, GA, with 17 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
555 Sun Valley Dr, Ste L-2, Roswell, GA, 30076
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
Jeffrey is the president of J&J Barnard, Inc., a Georgia corporation that owns several companies, including Veterans Benefits Alliance. He dedicates nearly full-time hours to all businesses, which includes the sale of insurance products and the management of insurance agents.
Employment History
Current Registrations
Barnard Financial Group, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Brookstone Capital Management LLC
Alphastar Capital Management, LLC
Brookstone Capital Management LLC
Woodstock Financial Group, INC.
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.