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Kathleen Barlow

Journey Strategic Wealth LLC

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About Kathleen Barlow

Kathleen Barlow is an investment advisor representative with Journey Strategic Wealth LLC. Kathleen has been in the financial services industry since 2012. Previously, Kathleen worked at Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Edward Jones, and Transamerica Financial Advisors, Inc. Kathleen holds the Series 6, 7, 63, and 66 securities licenses. Kathleen has a specialization in financial planning, and portfolio management for individuals and businesses.

Firm Information

Kathleen Barlow is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Kathleen Barlow’s Registration & Firm History

NJ

10/04/2022 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

UT

07/01/2019 - 10/25/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)

UT

08/08/2016 - 07/01/2019

RAYMOND JAMES & ASSOCIATES, INC. (Park City UT)

UT

11/27/2012 - 08/11/2016

EDWARD JONES (PARK CITY UT)

UT

08/13/2012 - 11/02/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (COTTONWOOD HEIGHTS UT)

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Licenses & Designations

BOTH

Issued 01/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kathleen Barlow. Review regulatory record here.
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