Barry
Jamieson

Rebel Financial, LLC

CRD#6663647
Investment Advisor
in Groveport, OH

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About this Advisor

Barry Jamieson is a financial advisor based in Groveport, Ohio, working with Rebel Financial, LLC. Barry has previously held positions at Ohio State University, Cmp Financial Planning, and Rebel Financial, LLC. Barry has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Barry is part of Rebel Financial, LLC, which operates out of Groveport, Ohio. The firm has 5 employees and manages assets totaling $281.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Rebel Financial, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

5940 Clyde Moore Dr, Suite C
Groveport, OH 43125

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Rebel Financial, LLC Brokerage Details

Total Assets Under Management

$281,107,230

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

1,660

OH Average: 1,972
Average Account Size

$169,342

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Barry Jamieson Work History

2022 - Present (3 years)

Rebel Financial, LLC

2014 - 2022 (8 years)

Cmp Financial Planning

2007 - 2015 (8 years)

Ohio State University

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Disclosures

Please visit the SEC profile of Barry Jamieson 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 Rebel Financial, LLC

Case Belger
Groveport, OH
Jonathan Bailey
Groveport, OH
Anthony Jones
Groveport, OH
Barry Jamieson
Groveport, OH
William Ratcliff
Groveport, OH
Christina Povenmire
Groveport, OH

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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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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