John Forbes Barber
CFP®Professional Summary
John Forbes Barber, CFP®, who also goes by J. Forbes Barber, Forbes Barber, is a registered financial advisor currently at BEAUMONT FINANCIAL PARTNERS located in Needham, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J. Forbes Barber, Forbes Barber
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BEAUMONT FINANCIAL ADVISORS, LLC | BEAUMONT FINANCIAL PARTNERS
Contact Information
Main Address
250 1st Avenue, Suite 101, Needham, MA 02494Phone Number
(781) 400-2800# of Employees
24SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,286AUM (Assets Under Management)
$3,758,573,501Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | Cover Page | Report |
| 01/02/2025 | Cover Page | Report |
| 10/30/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BEAUMONT FINANCIAL ADVISORS, LLC | BEAUMONT FINANCIAL PARTNERS
State Registrations and Notice Filings
(11/22/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Forbes Barber's CRS (Customer Relationship Summary).
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