Unclaimed
Sarah Barnhart is a financial advisor who has been in the industry since 2006. Sarah is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2014. Before working with J.P. Morgan Securities LLC, Sarah worked with MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and MORGAN STANLEY DW INC. Sarah is licensed in 50 states and the District of Columbia. Sarah specializes in providing financial advice to individuals, businesses, and institutions. Sarah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/18/2014 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
07/15/2010 - 08/05/2014
MORGAN STANLEY (COLUMBUS OH)
OH
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
07/25/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
OH
04/18/2006 - 06/09/2006
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
OH
04/28/2005 - 04/25/2006
MORGAN STANLEY DW INC. (NEW ALBANY OH)
IA
Issued 12/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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