Janet Ellen Barrett

Current Employers

Employment History

• 03/2008 → 12/2018
  Waddell & Reed, Inc.
  Collegeville, PA
• 06/2008 → 12/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Horsham, PA
• 10/2018 → Present
  Cwm, Llc
  Omaha, NE
• 11/2018 → 01/2021
  Strategic Wealth Partners
  Doylestown, PA
• 12/2018 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2021 → Present
  Carson Wealth
  Doylestown, PA

Previous Registrations

• 2010-02-23 → 2018-12-13
  Waddell & Reed
  Charleroi, PA
  King Of Prussia, PA
  Collegeville, PA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2019; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 6; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; NAME OF OTHER BUSINESS: STRATEGIC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR BROKERAGE AND ADVISORY BUSINESS (ADVISORY SERVICES) START DATE: 11/2018 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE BROKERAGE AND ADVISORY BUSINESS THROUGH CARSON RIA NAME OF OTHER BUSINESS: BARRETT INVESTMENTS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATIONM; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: SOLE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA TO RECEIVE REVENUE AND PAY BUSINESS EXPENSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-22
• S63 Uniform Securities Agent State Law Examination
  2008-06-16

Designations

Other Names

• Janet Ellen Barrett
• Janet Barrett
• Janet Ellen Bowman