James Andrew Barnash
CFP®Affiliated with INVST
Quick Tip: Pay yourself first, last, and always! Becoming a world class saver will enable you to reach financial goals ahead of schedule!
Why Work With James
My practice is a true comprehensive financial planning practice. I start with what you want answered first, but all your areas that require attention for you to be successful will be covered. Making Money Work for You!
Professional Summary
James Andrew Barnash, CFP, who also goes by James A Barnash, is a registered financial advisor with INVST, LLC. 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 66, Series 63, SIE, Series 6, Series 7, and Series 24 exams. James graduated with a B.A. in History from DePaul University in Chicago, Illinois. He obtained his...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Investment Management
- Financial Planning
- Tax Planning
- Risk Management & Insurance
Specializations
Biography
James is a DePaul University graduate, and his passion is helping his clients have the knowledge, confidence, and understanding to make good choices regarding their financial lives. He knows that everyone has different dreams and loves helping them put the pieces of the puzzle together. For more than 30 years, he has worked with individuals, couples, and closely held business owners to explore the options for having a happy retirement. He uses modern financial tools,...
Other Aliases
James A Barnash
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Videos
Short videos from James.
Good news: you don't need a fortune to build one. Small money can grow fast with the right guidance!
Here is why your retirement tax planning should begin in your early 50's.
Why is my portfolio trailing the markets?
Posts
Written insights from James.
Tax Planning is for everybody!
Tax planning means arranging your finances so you legally pay no more tax than necessary. Done proactively—not just at filing time—it focuses on how your income, investments, and deductions are structured across the year. Key strategies include using tax‑advantaged accounts (like IRAs, 401(k)s, HSAs), managing when you realize capital gains, and placing less tax‑efficient investments in tax‑sheltered accounts. It also involves maximizing available deductions and credits and understanding how major life events (marriage, home purchase, starting a business, retirement) affect your tax picture. The goal is simple: reduce your tax drag, avoid surprises, and keep more of your money compounding toward long‑term goals.
Tax‑Loss Harvesting: What It Is and Why It Matters
Tax‑loss harvesting is a strategy that uses temporary investment losses in taxable accounts to reduce your tax bill and strengthen long‑term results. When an investment falls below what you paid, you can sell it, realize the loss, and reinvest the money in a similar (but not identical) investment to stay on track. Those realized losses can offset capital gains, reduce up to $3,000 of ordinary income each year, and carry forward to future years. The IRS wash‑sale rule prevents claiming a loss if you repurchase the same or substantially identical investment within 30 days, but you can choose a comparable alternative to maintain your market exposure. Investors use this strategy because it lowers taxes, supports long‑term compounding, and turns market volatility into an advantage without changing their overall plan.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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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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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Doing Business As (DBA) / Local Office
DBA Firm Name
JA Barnash & Associates
Business Address
Intelligent Office Space, 250 Parkway Drive, Suite 150, Lincolnshire, Illinois 60069
Current Firm
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC
Contact Information
Main Address
3625 E 96th St, Indianapolis, IN 46240Phone Number
(317) 202-1891# of Employees
65SEC notice filing (41 States and Territories)
Registered to provide investment advisory services in 41 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6,818AUM (Assets Under Management)
$1,565,110,275Similar Advisors
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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.
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Primary Firm SEC Registration
INVST | TOMORO | LEVINE FINANCIAL GROUP | KNIGHT FAMILY WEALTH | KILTER GROUP | JB CONSULTING, LLC | JARRED BUNCH CONSULTING, LLC | INVST, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Andrew Barnash's CRS (Customer Relationship Summary).
Services Offered by James
- Retirement Planning
- Estate & Legacy Planning
- Business Services
- Education Funding
- Investment Management
- Financial Planning
- Tax Planning
- Risk Management & Insurance
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