Joshua Barron, JD, AIF®
Troy, Michigan, 48098
Member Since 2006
We have the knowledge, services and integrity to help you achieve your most important goals: a comfortable retirement, protecting your assets, developing a retirement income plan, and financial security late in life. We provide the peace of mind that comes with knowing you have entrusted your financial future to a team of professionals who always place your interests first.
My Location
Background Information
Years of Financial Experience
- 14
Education
- Michigan State University (BBA in Finance)
- University of Michigan Law School (Law Degree)
Certifications and Designations
- JD
- AIF®
Association Memberships
- State Bar of Michigan
- Elder Law Section of Bar
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
- State Street Bank & Trust
- Genworth Financial Trust Co.
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Bi-Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 4540365
- Securities Registrations: Series 65, Series 63, Series 7, Series 6, Series 24, Series 31
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: LPL Financial
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Florida
- Georgia
- Illinois
- Michigan
- Minnesota
- Texas
- WDC
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, We provide comprehensive wealth management solutions designed to help you realize your financial dreams.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, We provide access to non-traditional investment opportunites such as real estate, equipment leasing, commodities and hedge funds.
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs, Limited Partnerships, Other Alternative Investments
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
Visit Website - http://www.jmbfinancial.com
