Jeffery
Barnes

Kingsview Wealth Management, LLC

CRD#2069368
Investment Advisor
in Jacksonville Beach, FL

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About this Advisor

Jeffery Barnes is a financial advisor operating in Jacksonville Beach, Florida with a total of 2 years of industry experience. Barnes currently works for Kingsview Wealth Management, LLC. Throughout their career, Barnes has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Kingsview Partners. Barnes maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida and Pennsylvania. Kingsview Wealth Management, LLC is an advisory company operating out of Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 advisors. It manages $4 billion in assets under management among its 13,829 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 13,829 client accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Kingsview Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on which services are offered. However, fees billed by Kingsview Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

495 Grand Boulevard Suite 206
Jacksonville Beach, FL 32250

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

FL Average: $1,120,203,312
Total Number of Employees

150

FL Average: 50
Total Number of Accounts

13,829

FL Average: 1,309
Average Account Size

$259,174

FL Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeffery Barnes Work History

Jeffery has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kingsview Partners

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffery Barnes 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 Kingsview Wealth Management, LLC

William Collins
Summit, NJ
Mark Weatherly
Mountlake Terrace, WA
Joe Faulk
Crestview, FL
Corey Owen
Seattle, WA
Nicholas Sposa
Falls Church, VA
Joseph Froemming
Raleigh, NC
Mario Veneroso
Woodbury, NY
Jonathan Millman
Woodbury, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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