Jonathan Andrew Barwick
Professional Summary
Jonathan Andrew Barwick, who also goes by Jon A Barwick, Jonathan A Barwick, is a registered financial advisor currently at BARWICK & PARTNERS, INC. located in Clyde Hill, Washington. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jonathan has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 2, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon A Barwick, Jonathan A Barwick
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
BARWICK & PARTNERS, INC. | BARWICK, JONATHAN ANDREW
Contact Information
Main Address
Clyde Hill, WAMailing Address
20126 Ballinger Way Ne Pmb 154, Shoreline, WA 98155Phone Number
(206) 547-5000# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
360AUM (Assets Under Management)
$2,769,760,744Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/12/2026 | Cover Page | Report |
| 08/15/2025 | Cover Page | Report |
| 08/19/2024 | Cover Page | Report |
| 01/12/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BARWICK & PARTNERS, INC. | BARWICK, JONATHAN ANDREW
State Registrations and Notice Filings
(10/26/2018)
(10/14/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Mar 1996Series 22 — Direct Participation Programs Representative Examination
Passed May 1985About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Andrew Barwick's CRS (Customer Relationship Summary).
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