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555 Sun Valley Dr Ste L-2, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-30 |
| GA | RA | APPROVED | 2025-07-23 |
Branch Locations
555 Sun Valley Dr Ste L-2, Roswell, GA 30076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J & J Barnard, Inc. Dba Barnard Financial Group | Alpharetta | GA | 08/1998 | 02/2025 |
| Global Financial Private Capital, Llc | Sarasota | FL | 05/2015 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2016 | Present |
| Jbar Financial Group, Llc | Roswell | GA | 02/2025 | Present |
| Barnard Financial Group, Llc | Roswell | GA | 01/2025 | Present |
| Barnard Financial Group, Llc | Roswell | GA | 07/2025 | Present |
1.) JBAR Financial Group, LLC; Investment related; 2/2025; Roswell, GA; Insurance; Owner/Agent; Approximately 80 hrs./month; Approximately 3 hrs. during trading; Insurance sales and service. 2.) AE Wealth Management, LLC; Investment Related; Duluth, GA; Investment advisory services; Investment Advisor Representative; 12/2016; Approximately 25 hrs./month; 25 hrs. during trading; Remaining registered solely to move clients to the new firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-18 |
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