Joseph
Barnas
Woodbury Financial Services, Inc
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About this Advisor
Joseph Barnas is a financial advisor who works out of New York, New York with a total of 5 years of relevant experience. Barnas is an employee of Woodbury Financial Services, Inc. During their career, the advisor has held roles at J.P. Morgan Securities LLC, Capital One Financial Advisors, National Securities Corp, Capital One Sharebuilder, Inc, Sharebuilder 401K and Woodbury Financial Services, Inc. Barnas has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey and New York. Woodbury Financial Services, Inc is an advisory company based out of Saint Paul, MN. It has offices in 1,038 locations and a total of 3,002 advisors. It manages $19 billion in total assets across its 101,950 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 184 charitable organizations. Of its 101,950 client accounts, just 11% are held by high-net-worth individuals who have more than $1 million in investable assets. Woodbury Financial Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the type of services. However, fee types charged by Woodbury Financial Services, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Barnas Work History
Joseph has been registered as a financial advisor for 5 years.*
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Financial Advisors
National Securities Corp
J.P. Morgan Securities 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 Joseph Barnas 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 Woodbury Financial Services, Inc
Silver Spring, MD
Charlotte, NC
Overland Park, KS
Hopkins, MN
Villa Rica, GA
Collierville, TN
Mount Joy, PA
Fairfax, VA
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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