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Sefton Kingsbury Barnes

Caitlin John

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About Sefton Kingsbury Barnes

Sefton Kingsbury Barnes is an investment advisor representative at Caitlin John, LLC. Sefton has over 6 years of experience in the financial services industry. Sefton is registered to provide investment advisory services in Florida and Texas. Sefton is also licensed as an insurance agent. In addition to providing investment advisory services, Sefton also offers financial planning and educational seminars.

Firm Information

Sefton Barnes is currently registered with Caitlin John. Caitlin John is a Registered Investment Advisor based in Brighton, Michigan. The firm has 21 investment advisor representatives and manages approximately $143,336,224 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, educational seminars, and selection of other advisers. Caitlin John caters to high-net-worth individuals and individuals other than high-net-worth.
Caitlin John

1024 E. GRAND RIVER AVE

BRIGHTON, MI 48116

$143.34M

Assets Under Management

Not reported

Total Clients

17

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Sefton Barnes’s Registration & Firm History

FL

02/06/2023 - Present

Caitlin John (Tampa FL)

FL

03/05/2019 - 02/07/2023

TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)

FL

10/10/2018 - 02/25/2019

IFS SECURITIES (Tampa FL)

FL

12/08/2016 - 08/29/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 10/01/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sefton Kingsbury Barnes.
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