Unclaimed
John Barrow is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. John has been in the industry for over 10 years and holds Series 7TO, Series 63, Series 65, and SIE licenses. John has experience working with a variety of clients including individuals, high net worth individuals, corporations, and charitable organizations. In addition to his work at Merrill Lynch, John is also the general partner/managing member of JEB Venture Partners, LLC, a single-member Delaware LLC that was opened in 2023 for privacy and asset protection purposes. John's experience and expertise make him a valuable resource for clients seeking investment advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
02/04/2020 - 06/27/2023
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 07/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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