James A. Barnash

INVST

Vernon Hills, IL

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CRD#: 839995

Professional summary

James Andrew Barnash, CFP®, who also goes by James A Barnash, is a registered financial advisor currently at INVST, LLC located in Vernon Hills, Illinois.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. James has worked at 16 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Estate Planning

Divorce Planning

Employee and Employer Plan Ben...

Education Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Insurance Planning

How do you get paid?

Commission,

Retainer,

Fixed or Project Based Fee,

Flat Fee,

% of AUM

Are you a "fiduciary"?

Yes

Aliases

James A Barnash

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.

James A. Barnash -340 Donnelley PL., Vernon Hills, IL 60061 - 1988 - Tax Accounting and Insurance Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Barnash'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: 1992

Experience

Current

January 14, 2025 - Present

INVST, LLC

RIA

CRD#: 282863

Vernon Hills, IL

Past

March 27, 2020 - January 9, 2025

NS CAPITAL, LLC

RIA

CRD#: 149905

Northbrook, IL

Past

July 6, 2018 - February 27, 2020

SSN ADVISORY, INC.

RIA

CRD#: 126090

Brookfield, WI

Past

June 12, 2018 - February 27, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BROOKFIELD, WI

Past

March 1, 2016 - July 5, 2018

SGL FINANCIAL, LLC

RIA

CRD#: 158023

Buffalo Grove, IL

Past

June 5, 2013 - December 17, 2015

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

OAK BROOK, IL

Past

May 10, 2013 - December 17, 2015

CRD#: 17998

BARRINGTON, IL

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".

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 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

Illinois
(1/14/2025)

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

State Security Law Exam

Series 63

Date: 7/3/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/2/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/16/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/11/1998

General Securities Principal Examination

Current Firm

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

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Contact information

Main Address

3625 E 96th St, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 202-1891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)

ADV PART 2A BROCHURE INVST LLC (6/11/2025)

ADV PART 2A FOR TOMORO (6/11/2025)

Regulatory assets under management

Total Number of Accounts	6,777
AUM (Assets Under Management)	$ 1,786,624,623

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

James A. Barnash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Barnash's CRS (Customer Relationship Summary).

Certified licenses

Experience

NS CAPITAL, LLC

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

SGL FINANCIAL, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

EHLERT FINANCIAL GROUP, INC.

M HOLDINGS SECURITIES, INC.

NFSG CORPORATION

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CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

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OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

AHT FINANCIAL GROUP, LTD.

Primary Firm SEC Registration

INVST, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/3/2018

Series 66

Date: 7/2/2013

SIE

Date: 10/1/2018

Series 7

Date: 6/12/2018

Series 6

Date: 4/16/1992

Series 24

Date: 3/11/1998

Current Firm

INVST, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVST, LLC

TRUST BUT VERIFY

Contact information

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