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James Joseph Barenberg

American Century Investments Private Client Group, Inc.

Kansas City, MO

Overland Park, KS

CRD 7048541

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Employer firm

American Century Investments Private Client Group, Inc. CRD 290043

$2.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-05-27
MO RA APPROVED 2021-12-07
TX RA APPROVED 2021-12-07
  • KS RA
    APPROVED
    Since 2022-05-27
  • MO RA
    APPROVED
    Since 2021-12-07
  • TX RA
    APPROVED
    Since 2021-12-07

Branch Locations

4400 Main Street, Kansas City, MO 64111-7709 • United States

Overland Park, KS • 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
OrganizationCityStateFromTo
American Century Investment Services, Inc. Kansas City MO 01/2019 Present
Amazon Shawnee KS 12/2018 05/2019
Colchagua Montessori Homeschool Santa Cruz 03/2016 09/2018
Self-Employed Santa Cruz 06/2014 09/2018
  • 01/2019 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 12/2018 → 05/2019
    Amazon
    Shawnee, KS
  • 03/2016 → 09/2018
    Colchagua Montessori Homeschool
    Santa Cruz
  • 06/2014 → 09/2018
    Self-Employed
    Santa Cruz
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-07
S63 Uniform Securities Agent State Law Examination 2019-01-30
  • S65 Uniform Investment Adviser Law Examination
    2021-12-07
  • S63 Uniform Securities Agent State Law Examination
    2019-01-30
Other Names
  • James J Barenberg
  • Jim J Barenberg

View on SEC IAPD

Nearby Firms

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U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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