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Wesley E. Barnes Jr

CRD# 4458046·Registered 2003 - 2024
Previously Registered: Being a previously registered professional could mean that Wesley is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Wesley E. Barnes JR, who also goes by Wesley E. Barnes, was a registered financial advisor. Wesley was a previously registered financial professional and started their career in finance 2003 - 2024. Wesley had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Wesley E. Barnes

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

BARNES FINANCIAL SERVICES, LLC·CRD# 115703
RIA
Chesapeake, VA
January 17, 2003 - July 9, 2024

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Current Firm

BF
BARNES FINANCIAL SERVICES, LLC

BARNES & BROCK FINANCIAL SERVICES , LLC | COLBY FINANCIAL PLANNERS AND ADVISORS, LLC | BARNES FINANCIAL SERVICES, LLC

CRD#: 115703

Contact Information

Main Address

828 Greenbrier Parkway Suite 220, Chesapeake, VA 23320

Phone Number

(757) 269-9710

# of Employees

1

Documents

Latest Form ADV

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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.

Non Investment Related - Barnes, Brock, Cornwell & Painter, PLC, 908 Eden Way North, Suite 201, Chesapeake, VA, CPA Firm, Partner and Tax Preparation, start 01/2003, approximately 30 hours per week, or 70% of time and 85% of income, all during securities trading hours. Service accounting clients specializing in taxation.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2001About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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