John Lawrence Barbrick

Current Employers

Employment History

• 02/2009 → 06/2017
  Invest Financial Corp.
  Tampa, FL
• 01/2010 → 12/2024
  Executive Wealth Management
  Brighton, MI
• 06/2017 → 12/2022
  Private Client Services Llc
  Louisville, KY
• 01/2025 → Present
  Ep Wealth Advisors, Llc
  Ludington, MI

Previous Registrations

• 2010-10-29 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
  Ludington, MI
• 2010-10-20 → 2017-06-02
  Invest Financial Corporation
  Appleton, WI
  Ludington, MI

Other Businesses

1) JRB Financial, Inc., Investment Related, 401 W Ludington Ave, Suite 2, Ludington, MI 49431, DBA name for advisory services offered through Executive Wealth Management, Start Date 01/01/2009, 120 hrs/monthly, JRB Financial, Inc and Executive Wealth Management, LLC are unaffiliated firms. 2) RKBREH LLC, Not Investment Related, 401 W Ludington Ave, Suite 2, Ludington, MI 49431, Commercial real estate, owner, Start Date 01/01/2013, 8 hrs/monthly, Manage office space 3) Executive Financial Planning, Inc., Investment Related, 401 W Ludington Ave, Suite 2, Ludington, MI 49431, Fixed Insurance, Insurance agent, Start Date 01/03/2018, 4 hours devoted per month, 4 hours per month devoted during securities trading, sales of fixed insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-05
• S63 Uniform Securities Agent State Law Examination
  2005-02-11