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Jerron Lamarc Barnes

CRD# 4549979·Registered 2002 - 2023
Previously Registered: Being a previously registered professional could mean that Jerron 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

Jerron Lamarc Barnes was a registered financial advisor. Jerron was a previously registered financial professional and started their career in finance 2002 - 2023. Jerron had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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

There are no additional aliases reported.

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

24 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Nashville, TN
June 19, 2015 - February 1, 2023
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Nashville, TN
December 10, 2014 - February 1, 2023
FARMERS FINANCIAL SOLUTIONS, LLC·CRD# 103863
BD
Nashville, TN
June 1, 2005 - December 23, 2014
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Nashville, TN
February 18, 2004 - April 29, 2005
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Dallas, TX
April 10, 2003 - April 29, 2005
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
June 21, 2002 - April 11, 2003

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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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.

1) Barnes Tax & Financial Services, In 2 International Plaza Dr., Ste 516~Nashville~TN~37217~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2005~80hrs~80hrs~Provide accounting, bookkeeping and tax preparation services 2) Barnes Financial Services, Inc. 2 International Plaza Drive, Ste 516~Nashville~TN~37217~Other~Other~1/1/2004~20hrs~20hrs~Operational and/or Marketing Name for HD Vest Services 3) Avantax Insurance Agency LLC Nashville TN 2 International Plaza Dr., Ste 516~Nashville~TN~37217~Independent Insurance Agent~Insurance Sales Agent~12/1/2014~10hrs~10hrs~Sell Insurance 4) Matthew Walker Comprehensive Health Center, Inc.~'NIR'~1035 14th Ave North~Nashville~TN~37208~Board Position/Officer~Other~2/1/2017~8hrs~0hrs~I am a member of the Governing Board that has a specific responsibility for oversight of the Health Center Program project. I am also on the Finance and Personnel committees. My primary function on each is to provide detailed oversight of all finance and personnel functions. I am one of 15 board members who work with the Centers Executive Director to achieve all desired objectives.| 5) TRINITY RESOURCES, LLC POSITION: Limited Liability Partner NATURE: Partner with Trinity Resources, LLC, that provides food delivery services to non profit and community center locations. The meals are picked up from a food vendor and delivered as part of the government funded Child and Adult Care Food Program. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2020 ADDRESS: 2 International Plaza Dr., Suite 516, Nashville TN 37217, DESCRIPTION: My duties as a partner are to provide capital as needed for the organization, as well as handling all administrative and contract functions of the organization.

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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 Jun 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2002About the Series 6 exam

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CRS (Client Relationship Summary)

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

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