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PB

Pashence Ann Barrera

Journey Advisory Group, LLC
5 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Journey Advisory Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K

Location

50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011

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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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Employment History
Current Registrations
Journey Advisory Group, LLC
August 2020 - Present · 5 yrs 6 mos
State Registrations2 states
KYTX
Advisor
Exams
No exam information available for this advisor.