Jennifer L. Barron
Professional summary
Jennifer Lynn Barron, CIMA®, who also goes by Jennifer Lynn Barron, Jennifer Barron, is a registered financial advisor currently at ADELL HARRIMAN & CARPENTER located in Houston, Texas.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jennifer has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Lynn Barron's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2024 - Present
ADELL HARRIMAN & CARPENTER
Office #1: 2700 Post Oak Blvd, Ste 1200, Houston, TX 77056July 16, 2019 - March 27, 2023
EATON VANCE MANAGEMENT
June 26, 2019 - March 27, 2023
EATON VANCE DISTRIBUTORS, INC.
April 13, 2006 - December 31, 2012
AMERICAN CENTURY ADVISORY SERVICES, INC.
June 23, 2005 - July 8, 2019
AMERICAN CENTURY INVESTMENT SERVICES INC.
June 3, 2002 - May 12, 2005
AIM PRIVATE ASSET MANAGEMENT
September 28, 1995 - May 12, 2005
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
ADELL HARRIMAN & CARPENTER
CRD#: 107488 / SEC#: 801-50660
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2024)
Exams
Current Firm
ADELL HARRIMAN & CARPENTER
CRD#: 107488 / SEC#: 801-50660
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,091 |
| AUM (Assets Under Management) | $ 1,756,064,467 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/31/2025 | ||
| 07/19/2024 | ||
| 09/26/2023 | ||
| 10/31/2022 |
Red Flags
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