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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Jesse Barfield is a financial advisor with Cadaret, Grant & Co., Inc., a firm that has been providing financial services since 1930. Clinton has over 20 years of experience in the financial services industry. Clinton specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Clinton has a strong commitment to providing his clients with personalized service and tailored financial solutions. He is dedicated to helping his clients achieve their financial goals and build a secure future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
07/08/2024 - Present
Cadaret, Grant & CO., Inc. (Chattanooga TN)
TN
06/29/2012 - 05/26/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
01/27/2012 - 07/25/2012
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
10/15/2010 - 01/19/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHATTANOOGA TN)
TN
01/01/2008 - 10/15/2010
WELLS FARGO ADVISORS, LLC (CHATTANOOGA TN)
TN
04/28/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHATTANOOGA TN)
AL
05/27/2003 - 05/04/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
05/04/2001 - 05/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
08/16/2000 - 05/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/16/2000 - 05/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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