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James Joseph Barrett

Acorn Wealth Advisors, LLC

Grand Blanc, MI

CRD 3069397

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Employer firm

Acorn Wealth Advisors, LLC CRD 170462

$561M regulatory AUM 19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Acorn Wealth Advisors, Llc

8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2014-07-10
  • MI RA
    APPROVED
    Since 2014-07-10

Branch Locations

8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 05/2014 11/2018
Acorn Wealth Advisors Grand Blanc MI 05/2014 Present
  • 05/2014 → 11/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2014 → Present
    Acorn Wealth Advisors
    Grand Blanc, MI
Previous Registrations
Other Businesses

INSURANCE LICENSED LONG TERM CARE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-28
S63 Uniform Securities Agent State Law Examination 1998-08-11
  • S66 Uniform Combined State Law Examination
    2010-07-28
  • S63 Uniform Securities Agent State Law Examination
    1998-08-11

View on SEC IAPD

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