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JB

John Stephen Barrett

ARROWSIDE CAPITAL
BOSTON, MA
·CRD# 5776495·5 years experience

Professional Summary

John Stephen Barrett, who also goes by John S Barrett, is a registered financial advisor currently at ARROWSIDE CAPITAL, LLC located in Boston, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John S Barrett

Blog Corner

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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 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

5 years in the financial services industry

Current & Past Employments

ARROWSIDE CAPITAL, LLC·CRD# 318976
RIA
100 Summer Street Suite 1600, Boston, MA 02110
July 10, 2025 - Present
SHOREPOINT CAPITAL PARTNERS LLC·CRD# 152087
RIA
Norwood, MA
March 13, 2018 - March 5, 2022

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Current Firm

AC
ARROWSIDE CAPITAL, LLC

ARROWSIDE CAPITAL, LLC

CRD#: 318976
Massachusetts
Registered Investment Advisory firm - Massachusetts (5/9/2025 Approved)

Contact Information

Main Address

100 Summer Street Suite 1600, Boston, MA 02110

Phone Number

(617) 962-2426

# of Employees

3

Documents

Latest Form ADV
0

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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.

The advisor shows no other business activity.

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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.
IAR
Massachusetts
(7/10/2025)

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

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 Stephen Barrett's CRS (Customer Relationship Summary).

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