JB
Jake B. Barber
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Marbella, Malaga,
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CRD#: 7101069
JB
Professional summary
Jake Benjamin Barber is a registered financial advisor currently at BLACKTOWER FINANCIAL MANAGEMENT (US) LLC .
Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jake has worked at 1 firm 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.
SJB Global/BFMI, investment-related activity, Office 28 Andasol Business Centre, Calle Andasol, Marbella, Malaga, Spain, 29604; financial advisor providing investment management services. Start date 02/2018 - present. Approximately 240 hours per month during and off trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jake Benjamin Barber's 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®
NoneExperience
Current
May 13, 2019 - Present
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Office #2: Andasol Business Centre Avenida Andasol, Marbella 29604 MalagaRIA
CRD#: 289142
Marbella, Malaga,
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".
BF
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BAYCREST WEALTH US | VALAIS WEALTH MANAGEMENT | SJB US | HEADWAY WEALTH | DAVID JAMES WEALTH USA | CAMERON JAMES USA | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142 / SEC#: 801-111088
RIA
Registered Investment Advisory firm - (9/5/2017 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
Texas(5/13/2019)
Current Firm
BF
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BAYCREST WEALTH US | VALAIS WEALTH MANAGEMENT | SJB US | HEADWAY WEALTH | DAVID JAMES WEALTH USA | CAMERON JAMES USA | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142 / SEC#: 801-111088
RIA
Registered Investment Advisory firm - (9/5/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4700 Millenia Boulevard Sute 175, Orlando, FL 32839
Mailing Address
Phone number
+1 (407) 362-7753
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 495 |
| AUM (Assets Under Management) | $ 122,828,254 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
