Andrew Jon Barber

Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → Present
  Plante Moran Financial Advisors
  Southfield, MI
• 09/2019 → 04/2020
  University Of Michigan
  Ann Arbor, MI
• 09/2016 → 05/2020
  University Of Michigan
  Ann Arbor, MI
• 05/2019 → 08/2019
  Comcast
  Englewood, CO
• 05/2018 → 12/2018
  Palatine Hill Wealth Management
  Ann Arbor, MI
• 05/2018 → 10/2018
  Barton Hills Country Club
  Ann Arbor, MI
• 05/2014 → 08/2018
  Haywood's Liquor Store
  Belleville, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-13

Designations

• Certified Financial Planner

Other Names

• Andy Jon Barber