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Jason Lee Barney

Wealth Alliance, LLC

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About Jason Lee Barney

Jason Barney is an investment advisor representative currently registered with Wealth Alliance, LLC. Jason has been active in the securities industry since 1999 and has a broad range of experience. Jason has also worked for United Planners' Financial Services of America A Limited Partner, Hornor, Townsend & Kent, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.

Firm Information

Jason Barney is currently registered with Wealth Alliance, LLC. Wealth Alliance, LLC is a registered investment adviser with approximately $64,168,393 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and consulting services to high-net-worth individuals and other individuals.

$64.17M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jason Barney’s Registration & Firm History

CA

01/06/2025 - Present

Wealth Alliance, LLC (El Cajon CA)

CA

11/04/2008 - 09/30/2011

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SAN DIEGO CA)

CA

10/03/2002 - 11/13/2008

HORNOR, TOWNSEND & KENT, INC. (SAN DIEGO CA)

MA

11/13/2001 - 10/01/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/13/2001 - 10/01/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

PA

02/09/1999 - 10/19/2001

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

IA

Issued 03/24/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Lee Barney.
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