James J. Barrett

ACORN WEALTH ADVISORS

Grand Blanc, MI 48439

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CRD#: 3069397

Professional summary

James Joseph Barrett JR is a registered financial advisor currently at ACORN WEALTH ADVISORS, LLC located in Grand Blanc, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. James has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INSURANCE LICENSED LONG TERM CARE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Barrett JR'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

July 10, 2014 - Present

ACORN WEALTH ADVISORS, LLC

Office #1: 8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439

RIA

CRD#: 170462

Grand Blanc, MI

Past

May 16, 2014 - January 30, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Grand Blanc, MI

Past

November 9, 2010 - May 28, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GRAND BLANC, MI

Past

August 3, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 3, 1998 - May 28, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GRAND BLANC, MI

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".

ACORN WEALTH ADVISORS, LLC

CRD#: 170462 / SEC#: 801-79211

RIA

Registered Investment Advisory firm - (2/27/2014 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

Michigan
(7/10/2014)

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 66

Date: 7/28/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/1998

General Securities Representative Examination

Current Firm

ACORN WEALTH ADVISORS, LLC

CRD#: 170462 / SEC#: 801-79211

RIA

Registered Investment Advisory firm - (2/27/2014 Approved)

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Contact information

Main Address

8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439

Mailing Address

Phone number

(810) 953-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACORN WEALTH ADVISORS PART 2A_SEC (11/13/2025)

Regulatory assets under management

Total Number of Accounts	1,223
AUM (Assets Under Management)	$ 429,923,737

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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Advisor Monitoring

Firm Stability Insights

James J. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Barrett JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ACORN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2010

Series 63

Date: 8/11/1998

SIE

Date: 1/30/2017

Series 7

Date: 7/30/1998

Current Firm

ACORN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACORN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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