Inactive

Barry Kenneth Jamieson

Rebel Financial, LLC

CRD 6663647

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Employer firm

Rebel Financial, LLC CRD 168263

$370M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

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

Current Employers

Rebel Financial, Llc

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-03-11

OH RA
APPROVED

Since 2022-03-11

Branch Locations

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125 • 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

Organization	City	State	From	To
Cmp Financial Planning	Columbus	OH	10/2014	03/2022
Rebel Financial, Llc	Groveport	OH	03/2022	Present

10/2014 → 03/2022

Cmp Financial Planning

Columbus, OH
03/2022 → Present

Rebel Financial, Llc

Groveport, OH

Previous Registrations

2016-06-30 → 2023-12-31

Cmp Financial Planning

Powell, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-29

S65 Uniform Investment Adviser Law Examination

2014-08-29

Designations

Certified Financial Planner

Other Names

Barry K Jamieson

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PNC WEALTH MANAGEMENT LLC

J.P. MORGAN SECURITIES LLC

Nearby Investors

ANTHONY RAINER JONES

Case Richard Belger

WILLIAM PHILLIP RATCLIFF

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, OH

PNC WEALTH MANAGEMENT LLC · CANAL WINCHESTER, OH

J.P. MORGAN SECURITIES LLC · CANAL WINCHESTER, OH

More in Groveport, OH

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