Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ross McBarron is an investment advisor representative at Pacific Sage Partners, LLC. James holds a Series 65 license and has been in the industry since February 2021. James previously worked for Paul R. Ried Financial Group and Milliman in the Seattle area. James has been registered with the state of Washington since October 2023. James specializes in financial planning, pension consulting, and portfolio management for individuals. Pacific Sage Partners, LLC is an investment advisor firm that provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. The firm has approximately $767,298,042 in regulatory assets under management.
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.
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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WA
10/02/2023 - Present
Pacific Sage Partners, LLC (EDMONDS WA)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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