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 financial advisor with over 34 years of experience in the financial services industry. Currently, James is a registered representative with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Previously, James was a registered representative with First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James holds the Series 63, 66 and 7 licenses. James is registered with the state of Massachusetts.
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 08/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
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
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