Barry K. Jamieson

REBEL FINANCIAL

Groveport, OH 43125

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CRD#: 6663647

Professional summary

Barry Kenneth Jamieson, CFP®, who also goes by Barry K Jamieson K, is a registered financial advisor currently at REBEL FINANCIAL, LLC located in Groveport, Ohio.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Barry has worked at 2 firms and has passed the Series 65 exam.

Biography

Volunteers at local food pantry
	Participates in short term mission trips

Question & Answer

What are your service offerings?

Education Planning

Social Security Planning

Estate Planning

Long-term Care

Retirement Planning

Health Care

Comprehensive Financial Planni...

Life Transitions

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Barry K Jamieson K

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Kenneth Jamieson'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 11, 2022 - Present

REBEL FINANCIAL, LLC

Office #1: 5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

RIA

CRD#: 168263

Groveport, OH

Past

June 30, 2016 - December 31, 2023

CMP FINANCIAL PLANNING

RIA

CRD#: 121257

Powell, OH

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".

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC | REBEL FINANCIAL, LLC.

CRD#: 168263 / SEC#: 801-118009

RIA

Registered Investment Advisory firm - (1/27/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/25/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (3/25/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(3/11/2022)

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

State Security Law Exam

IAR

Series 65

Date: 8/29/2014

Uniform Investment Adviser Law Examination

Current Firm

REBEL FINANCIAL, LLC

REBEL FINANCIAL, LLC | REBEL FINANCIAL, LLC.

CRD#: 168263 / SEC#: 801-118009

RIA

Registered Investment Advisory firm - (1/27/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/25/2022 Terminated)

West Virginia

Registered Investment Advisory firm - (3/25/2022 Terminated)

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Contact information

Main Address

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Mailing Address

Phone number

(614) 441-9605

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REBEL FINANCIAL LLC FIRM BROCHURE - FORM ADV 2A DTD 03-15-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,677
AUM (Assets Under Management)	$ 313,980,841

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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Barry K. Jamieson

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Kenneth Jamieson's CRS (Customer Relationship Summary).

Certified licenses

Experience

REBEL FINANCIAL, LLC

CMP FINANCIAL PLANNING

Primary Firm SEC Registration

REBEL FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2014

Current Firm

REBEL FINANCIAL, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REBEL FINANCIAL, LLC

TRUST BUT VERIFY

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