Edward J. Barnes

BLBB ADVISORS

Montgomeryville, PA 18936

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CRD#: 3022178

Professional summary

Edward Joseph Barnes, who also goes by Edward J Barnes, is a registered financial advisor currently at BLBB ADVISORS located in Montgomeryville, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Edward has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward J Barnes

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 Edward Joseph Barnes'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®

None

Experience

Current

January 10, 2019 - Present

BLBB ADVISORS

Office #1: 103 Montgomery Avenue, Montgomeryville, PA 18936

RIA

CRD#: 139096

Montgomeryville, PA

Past

April 27, 1998 - December 31, 2018

THE GWYNEDD COMPANY

RIA

CRD#: 105936

LANSDALE, PA

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".

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 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

Pennsylvania
(1/10/2019)

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

State Security Law Exam

IAR

Series 65

Date: 4/24/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/11/1998

General Securities Representative Examination

Current Firm

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 Approved)

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Contact information

Main Address

103 Montgomery Avenue, Montgomeryville, PA 18936

Mailing Address

P.o. Box 1010, Montgomeryville, PA 18936

Phone number

(215) 643-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BLBB_3_26_2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,588
AUM (Assets Under Management)	$ 2,739,761,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/23/2025	Cover Page	Report
08/30/2024	Cover Page	Report
04/02/2024	Cover Page	Report
11/07/2023	Cover Page	Report
11/02/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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.

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Edward J. Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLBB ADVISORS

THE GWYNEDD COMPANY

Primary Firm SEC Registration

BLBB ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/1998

Series 7

Date: 2/11/1998

Current Firm

BLBB ADVISORS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLBB ADVISORS

TRUST BUT VERIFY

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