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Jacob Barr

6 Years of Experience
Hagerstown, MD
Broker

Jacob Barr is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hagerstown, MD, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

140 Paul Smith Blvd, Hagerstown, MD, 21740

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jacob works as a financial advisor for Ark Financial Advisors, servicing clients, placing trades, onboarding new clients, acquiring new business, and growing assets under management. This takes about half of Jacob's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2020 - Present · 6 yrs 4 mos
State Registrations18 states
ALDEFLGAILINMDMINCNVNYOHPASCTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jacob Barr - Financial Advisor | TrueAdvisor