Barbara
Sourjohn

Pensionmark Financial Group, LLC

CRD#1566419
Investment Advisor
in Morrow, OH

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About this Advisor

Barbara Sourjohn is a financial advisor based in Morrow, Ohio, working with Pensionmark Financial Group, LLC. Barbara has previously held positions at Lincoln Financial Advisors Corporation, Pensionmark Securities, and Pensionmark Financial Group. Barbara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Ohio. Currently, Barbara is part of Pensionmark Financial Group, LLC, which operates out of Morrow, Ohio. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Miranda St.
Morrow, OH 45152

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$37,759,764,327

OH Average: $7,578,581,321
Total Number of Employees

324

OH Average: 43
Total Number of Accounts

11,973

OH Average: 3,727
Average Account Size

$3,153,743

OH Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Barbara Sourjohn Work History

2021 - Present (4 years)

Pensionmark Securities

2021 - Present (4 years)

Pensionmark Financial Group

1989 - Present (36 years)

Lincoln Financial Advisors Corporation

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Disclosures

Please visit the SEC profile of Barbara Sourjohn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pensionmark Financial Group, LLC

James Vanke
Atlanta, GA
Erik Gotrik
Madison, WI
Clayton Boone
San Antonio, TX
James Holly
Laguna Niguel, CA
William Alford
San Antonio, TX
Jaron Nemes
Burlington, VT
Nicholas Russo
Pittsford, NY
David Gonzaga
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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