Jagger M. Barrett

BEACON FINANCIAL PLANNERS,

Houston, TX 77005

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CRD#: 7859514

Professional summary

Jagger Michael Barrett is a registered financial advisor currently at BEACON FINANCIAL PLANNERS, INC located in Houston, Texas.

Jagger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jagger has worked at 1 firm and has passed the Series 65 and SIE exams.

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.

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; HOUSTON, TX; 30 HR/MO DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jagger Michael Barrett'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®

None

Experience

Current

February 13, 2024 - Present

BEACON FINANCIAL PLANNERS, INC

Office #1: 2525 Robinhood St Suite 210, Houston, TX 77005

RIA

CRD#: 297938

Houston, TX

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
(2/13/2024)

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: 11/16/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/29/2023

Securities Industry Essentials Examination

Current Firm

BEACON FINANCIAL PLANNERS, INC

CRD#: 297938 / SEC#:

Texas

Registered Investment Advisory firm - (12/10/2018 Approved)

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Contact information

Main Address

2525 Robinhood St Suite 210, Houston, TX 77005

Mailing Address

Phone number

(281) 953-7442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	169
AUM (Assets Under Management)	$ 19,493,323

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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Jagger M. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jagger Michael Barrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL PLANNERS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2023

SIE

Date: 9/29/2023

Current Firm

BEACON FINANCIAL PLANNERS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL PLANNERS, INC

TRUST BUT VERIFY

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