Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Barnash is a financial professional with over 25 years of experience in the financial services industry. He is currently registered with Invst, LLC and provides investment advice services to individuals, families, and retirement plan clients. James has a strong background in financial planning, retirement planning, and investment management. He is also a Certified Financial Planner™ professional. James is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Retirement plan services-percentage of plan assets
1
2
IL
01/14/2025 - Present
Invst, LLC (Vernon Hills IL)
WI
06/12/2018 - 02/27/2020
SECURITIES SERVICE NETWORK, LLC (BROOKFIELD WI)
VA
05/10/2013 - 12/17/2015
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
IL
10/15/2012 - 05/03/2013
M HOLDINGS SECURITIES, INC. (LINCOLNSHIRE IL)
IL
08/13/2012 - 09/07/2012
NEWBRIDGE SECURITIES CORPORATION (CHICAGO IL)
OH
07/29/2010 - 06/09/2011
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IL
01/08/2007 - 03/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
10/07/1996 - 01/22/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IL
10/07/1996 - 06/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHICAGO IL)
IL
04/20/1992 - 05/16/1997
AHT FINANCIAL GROUP, LTD. (BARRINGTON IL)
BC
Issued 07/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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