Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Barrett is an investment advisor representative, registered with Cetera Investment Advisers LLC. John has been in the industry since February 20, 1994. John is registered in 16 states and has experience with a variety of client types. John provides financial planning, pension consulting and educational seminars. John is also a Certified Public Accountant and has a firm, JCB Wealth 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.
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.
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.
1
2
MT
10/17/2023 - Present
Cetera Investment Advisers LLC (KALISPELL MT)
MT
01/23/1995 - 02/22/2021
AVANTAX INVESTMENT SERVICES, INC. (KALISPELL MT)
NA
11/30/1994 - 12/22/1994
H.D. VEST INVESTMENT SECURITIES, INC.
WI
01/21/1994 - 12/05/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 05/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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