Kevin J Barnett

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 11/2017
  Jp Morgan Securities Llc
  Dallas, TX
• 05/2012 → 11/2017
  Jpmorgan Chase Bank Na
  Dallas, TX
• 09/2019 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 09/2019 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 11/2017 → 09/2019
  South Texas Money Management
  San Antonio, TX

Previous Registrations

• 2012-05-21 → 2017-11-16
  J.P. Morgan Securities Llc
  Dallas, TX
• 2011-10-13 → 2012-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2010-10-29 → 2011-09-23
  1St Global Advisors Inc
  Dallas, TX
• 2000-08-04 → 2007-09-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-10-28
• S63 Uniform Securities Agent State Law Examination
  1998-01-22

Other Names

• Kevin James Barnett