Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barr is a registered investment advisor with over 30 years of experience in the financial services industry. James currently holds registrations with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. James has a wide range of experience in providing investment advice to a variety of clients, including individuals, families, businesses, and institutions. James is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
09/06/2023 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
11/04/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MA
03/29/2004 - 11/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (QUINCY MA)
MA
01/01/2002 - 09/16/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/07/2000 - 01/01/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
02/12/1996 - 10/12/1999
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/18/1994 - 03/11/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
01/23/1990 - 01/11/1994
AMERICAN FINANCE GROUP SECURITIES CORP. (BOSTON MA)
NA
09/20/1988 - 01/05/1990
J. T. MORAN & CO., INC.
BOTH
Issued 8/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Barr is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
