Vincent Jonathan Barrett

Current Employers

Employment History

• 01/2013 → Present
  Thomas F Barrett Inc
  Bethesda, MD
• 11/2017 → Present
  Acorn Financial Advisory Services, Inc.
  Bethesda, MD

Previous Registrations

• 2015-04-30 → 2023-11-06
  Euclid Investment Advisory, Llc
  Bethesda, MD

Other Businesses

Vincent Jonathan Barrett is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Acorn Financial Advisory Services, Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Acorn Financial Advisory Services, Inc. in their capacity as a licensed insurance agent. Vincent Jonathan Barrett is a pension consultant. From time to time, he will offer clients advice or products from this activity. Acorn Financial Advisory Services, Inc. always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Acorn Financial Advisory Services, Inc. in their capacity as a pension consultant. Vincent Jonathan Barrett is the Vice President of a small independent TPA/Record Keeper. He also manages and operates an individual Life/Health related business and group employee benefit plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-30

Designations