Jeffrey A. Barnard

AE WEALTH MANAGEMENT

Duluth, GA 30097

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CRD#: 5509920

Professional summary

Jeffrey Allen Barnard is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Duluth, Georgia and BARNARD FINANCIAL GROUP, LLC located in Roswell, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 6 firms and has passed the Series 65 exam.

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.

1.) JBAR Financial Group, LLC; Investment related; 2/2025; Roswell, GA; Insurance; Owner/Agent; Approximately 80 hrs./month; Approximately 3 hrs. during trading; Insurance sales and service. 2.) AE Wealth Management, LLC; Investment Related; Duluth, GA; Investment advisory services; Investment Advisor Representative; 12/2016; Approximately 25 hrs./month; 25 hrs. during trading; Remaining registered solely to move clients to the new firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Barnard'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

December 20, 2016 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 6340 Sugarloaf Pkwy Ste 200-a, Duluth, GA 30097Office #2: 125 Townpark Dr Nw Ste 300, Kennesaw, GA 30144Office #3: 555 Sun Valley Dr L2, Roswell, GA 30076Office #4: 5425 Peachtree Pkwy, Norcross, GA 30092

RIA

CRD#: 282580

Duluth, GA

Current

July 23, 2025 - Present

BARNARD FINANCIAL GROUP, LLC

Office #1: 555 Sun Valley Dr Ste L-2, Roswell, GA 30076

RIA

CRD#: 335512

ROSWELL, GA

Past

May 5, 2015 - December 23, 2016

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

ROSWELL, GA

Past

March 3, 2014 - May 5, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

ROSWELL, GA

Past

January 23, 2012 - March 11, 2014

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

ROSWELL, GA

Past

January 7, 2009 - January 5, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

ALPHARETTA, GA

Past

April 11, 2008 - October 24, 2008

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

ALPHARETTA, GA

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".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 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

Georgia
(12/20/2016)

IAR

Tennessee
(10/30/2025)

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: 2/18/2008

Uniform Investment Adviser Law Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

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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Jeffrey A. Barnard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Barnard's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

BARNARD FINANCIAL GROUP, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

ALPHASTAR CAPITAL MANAGEMENT

BROOKSTONE CAPITAL MANAGEMENT LLC

WOODSTOCK FINANCIAL GROUP, INC.

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2008

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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