James Bartley (Jeb)

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About James Bartley (Jeb)

Independent for 33 years. Million Dollar Round Table member, President Council. Family man and relationship business vs transactional business.

See Disclosures

General Information

Firm Start Year

1988

No. of Employees

CRD#

2675091

Firm CRD#

657789

Name of Broker/Dealer

GWN Securities

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Owner of CFS Inc. Contact Financial Services Inc for 33yrs.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers

Compliance

Registered Representative

Qualifications & Membership

Certifications, Accreditations & Designations

LUTCF^®, ChFC^®

Securities Licenses

Series 6, Series 63

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life, Health, Annuity, Accident, Disability

Firm Information

Advisor's Number of Clients

250+

Advisor's Number of Managed Clients

250+

Advisor's Number of Planning Clients

250+

Assets Managed by Advisor

$30 Million +

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

Will be discussed with client before hand.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Business Finance - Business Finance

Illinois University
5/31/84 -3/23/88

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890073/paladinregistry-CFS-Inc.-detailed-disclosure.html

Disclaimer

Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.

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Paladin Research Report For:

CFS Inc.