John
Maddox
E. S. Barr & Company
Answer a few questions and
get matched with an advisor.
About this Advisor
John Maddox is a financial advisor operating in Lexington, Kentucky who has 26 years of industry experience. Maddox works at E. S. Barr & Company. They have worked at E. S. Barr & Company for their whole career. Maddox has a Series 63 license, designating them as a securities broker, and is able to operate in Kentucky. E. S. Barr & Company is an advisory firm based in Lexington, KY. It administers $1 billion in assets among its 848 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 848 customer accounts, 62% belong to high-net-worth investors who have more than $1 million in assets. E. S. Barr & Company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice usually are based on the financial services offered. Fee types charged by E. S. Barr & Company most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
E. S. Barr & Company Brokerage Details
$1,408,973,691
6
848
$1,661,526
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Maddox Work History
John has been registered as a financial advisor for 26 years.*
E.S. Barr & Company
*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 John Maddox 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 E. S. Barr & Company
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
