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Kathleen Barlow
Journey Strategic Wealth LLC
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High Net Worth
Journey Strategic Wealth LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
17 advisors
Number of Clients
928 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$3.8B
Fee Structure
Investment Management
Planning
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Location
47 Maple Street, Suite 104, Summit, NJ, 07901
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
June 2016
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Journey Strategic Wealth LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2019 - October 2022 · 3 yrs 3 mos
Raymond James Financial Services, INC.
Broker
July 2019 - October 2022 · 3 yrs 3 mos
Raymond James & Associates, INC.
August 2016 - July 2019 · 2 yrs 11 mos
Raymond James & Associates, INC.
Broker
August 2016 - July 2019 · 2 yrs 11 mos
Edward Jones
January 2013 - August 2016 · 3 yrs 7 mos
Edward Jones
Broker
November 2012 - August 2016 · 3 yrs 9 mos
Transamerica Financial Advisors, INC
Broker
August 2012 - November 2012 · 3 mos
State Registrations
4 states
CA
SD
TX
UT
Advisor
Exams
No exam information available for this advisor.