Kathleen
Barlow
Journey Strategic Wealth LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kathleen Barlow is a financial advisor based out of Summit, New Jersey, who has 1 year of industry experience. Barlow works at Journey Strategic Wealth LLC. Throughout their career, Barlow has worked at Edward Jones, Raymond James And Associates, Prime My Body, Raymond James & Associates, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Women'S Inspired Network and Journey Strategic Wealth LLC. Barlow holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Utah. Journey Strategic Wealth LLC is an advisory firm that has its headquarters in Summit, NJ. The investment advisory business has offices in four locations and a total of 23 financial advisors. It manages $3 billion in assets across its 1,547 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 1,547 customer accounts, 33% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely are based on which service is offered. Fee types billed by Journey Strategic Wealth LLC most likely consist of asset-based, hourly and fixed 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.
Journey Strategic Wealth LLC Brokerage Details
$2,726,392,525
23
1,547
$1,762,374
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kathleen Barlow Work History
Kathleen has been registered as a financial advisor for 1 years.*
Journey Strategic Wealth LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Women'S Inspired Network
Prime My Body
Raymond James & Associates, Inc
Raymond James And Associates
Edward Jones
*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 Kathleen Barlow 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 Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Seattle, WA
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.
