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J Bradford Barnes

Capital Group Private Client Services, Inc.

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About J Bradford Barnes

J Bradford Barnes is a financial advisor at Capital Group Private Client Services, Inc., with over 30 years of experience in the industry. J Barnes holds Series 7, 8, 63 and 65 licenses. J Barnes is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and holds licenses in several states, including California, Georgia, Illinois, Nevada, New York and Texas. Prior to joining Capital Group Private Client Services, Inc., J Barnes worked at KNIGHT CAPITAL AMERICAS, L.P., and BEAR, STEARNS & CO. INC.

Firm Information

J Barnes is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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J Barnes’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

CA

06/05/2009 - 01/09/2012

KNIGHT CAPITAL AMERICAS, L.P. (LOS ANGELES CA)

CA

02/17/1988 - 06/09/2008

BEAR, STEARNS & CO. INC. (LOS ANGELES CA)

NA

02/25/1983 - 02/19/1988

SANFORD C. BERNSTEIN & CO., INC.

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Licenses & Designations

IA

Issued 04/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for J Bradford Barnes.
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