John Charles Barrett

Current Employers

Employment History

• 11/1994 → 02/2021
  Avantax Investment Services, Inc.
  Kalispell, MT
• 06/2005 → 02/2021
  Avantax Advisory Services
  Kalispell, MT
• 12/2013 → 05/2024
  Meadow Manor Inc
  Kalispell, MT
• 01/2010 → 02/2021
  Avantax Insurance Agency, Llc
  Kalispell, MT
• 01/1997 → 05/2024
  Meadow Manor Ll Llp
  Kalispell, MT
• 04/2019 → Present
  Red Chip Llc Dba Greenwood Village Inn & Suites
  Kalispell, MT
• 02/2018 → Present
  Rugged Energy Services Inc
  Kalispell, MT
• 01/1997 → Present
  John C. Barrett Cpa Pc Dba Jcb Wealth Management
  Kalispell, MT
• 02/2021 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-06-29 → 2021-02-22
  Avantax Advisory Services
  Kalispell, MT

Other Businesses

1.NAME OF OTHER BUSINESS: JOHN C. BARRETT CPA PC DBA JCB WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES; START DATE: 1/1997; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 48; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX PLANNING, TAX RETURNS, ACCOUNTING SERVICES, DBA FOR FINANCIAL SERVICES; 2. SAINT MATTHEW'S ATHLETIC ASSOCIATION, NOT INVESTMENT RELATED, KALISPELL, MT, NON-PROFIT, VOLUNTEER TREASURER, 1H/WEEK, SINCE 10/2017 3. IRREVOCABLE GIFT TRUST, NOT INVESTMENT RELATED, ADDRESS: SAME AS BRANCH ADDRESS, IRREVOCABLE GIFT TRUST, TRUSTEE, TAX SERVICES, 1H/WEEK, SINCE 11/2005 4. RED CHIP LLC, INVESTMENT RELATED, KALISPELL, MT, TREASURER, SHAREHOLDER, MANAGE HOTEL, RV PARK, MOBILE HOME PARK DBA GREENWOOD VILLAGE INN & SUITES, PAID BY COMPANY FOR SERVICES OF CPA PRACTICE, 3H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 04/2019 5. RUGGED ENERGY SERVICES INC., NOT INVESTMENT RELATED, KALISPELL,MT, OIL FIELD SERVICES, PRESIDENT, MAKE DECISIONS, SIGN CHECKS, PROVIDE ACCOUNTING/TAX SERVICES, 2H/WEEK, SINCE 02/2018 6. WHITE CHIP LLC, INVESTMENT RELATED, KALISPELL, MT, PARTNER, TREASURER, ACCOUNTING AND TAX SERVICES, OWNER, ENTITY OWNS THE PHYSICAL PROPERTY OF HOTEL, RV PARK AND MOBILE HOME PARK, 2H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 3/2019 7. BLACK CHIP, LLC, INVESTMENT RELATED, KALISPELL, MT, MEMBER OF LLC, 2H/WEEK, SINCE 01/2021 8. NORTHWEST TRUCK REPAIR, INVESTMENT RELATED, KALISPELL, MT, PARTNER, 2H/WEEK, SINCE 01/2021 9. NAME OF OTHER BUSINESS: ST MATTHEW'S CHURCH FINANCE COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 602 S MAIN ST KALISPELL, MT 59901 NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LENDING EXPERIENCE WITH FINANCES AND TAXES TO ASSIST THE FINANCE COMMITTEE;

Exams

• S66 Uniform Combined State Law Examination
  2005-05-06
• S63 Uniform Securities Agent State Law Examination
  1994-01-14