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JB

John L. Barry

AMERICAN INVESTMENT SERVICES
GREAT BARRINGTON, MA 01230
Some features on this profile are disabled
CRD#: 2576952
JB

Professional summary

John Lane Barry, ChFC®, who also goes by John L. Barry, John Barry, is a registered financial advisor currently at AMERICAN INVESTMENT SERVICES INC located in Great Barrington, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John L. Barry | John Barry

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Lane Barry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Current

August 19, 2004 - Present

AMERICAN INVESTMENT SERVICES INC

Office #1: 250 Division Street, Great Barrington, MA 01230
RIA
CRD#: 110043
GREAT BARRINGTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AMERICAN INVESTMENT SERVICES INC
AMERICAN INVESTMENT SERVICES INC

CRD#: 110043 / SEC#: 801-14337

RIA
Registered Investment Advisory firm - (2/5/1979 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(8/19/2004)
IAR
Texas
(3/7/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/1994
Uniform Investment Adviser Law Examination

Current Firm

AI
AMERICAN INVESTMENT SERVICES INC
AMERICAN INVESTMENT SERVICES INC

CRD#: 110043 / SEC#: 801-14337

RIA
Registered Investment Advisory firm - (2/5/1979 Approved)
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Contact information

Main Address
250 Division Street, Great Barrington, MA 01230
Mailing Address
Po Box 1000, Great Barrington, MA 01230
Phone number
(413) 591-4445
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AIS DISCLOSURE DOCUMENT_31 MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,421
AUM (Assets Under Management)$ 1,295,294,172

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN INVESTMENT SERVICES INC

CRD#: 110043Great Barrington, MA 01230

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