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Jeffrey Joel Barling

Alight Financial Advisors, LLC

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About Jeffrey Joel Barling

Jeffrey Joel Barling is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Alight Financial Advisors, LLC and has been with the firm since June 2014. Jeffrey has previously worked with METLIFE SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Jeffrey is licensed to provide financial advice in 13 states. Jeffrey specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Jeffrey Barling is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Set-up fees and related services

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Jeffrey Barling’s Registration & Firm History

CA

06/20/2014 - Present

Alight Financial Advisors, LLC (VACAVILLE CA)

CA

01/04/2012 - 11/13/2012

METLIFE SECURITIES INC. (SACRAMENTO CA)

CA

05/29/2007 - 12/17/2009

CITIGROUP GLOBAL MARKETS INC. (VACAVILLE CA)

CA

02/28/2007 - 05/29/2007

CITICORP INVESTMENT SERVICES (VACAVILLE CA)

CA

12/04/2000 - 03/08/2007

CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)

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Licenses & Designations

IA

Issued 01/06/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Joel Barling. Review regulatory record here.
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