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James Patrick Barrett

Rmr Wealth Builders, Inc.

Montclair, NJ

East Hanover, NJ

CRD 1069051

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Employer firm

Rmr Wealth Builders, Inc. CRD 169005

$2.89B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Rmr Wealth Builders, Inc.

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-12-12
TX RA APPROVED_RES 2014-12-03
  • NJ RA
    APPROVED
    Since 2014-12-12
  • TX RA
    APPROVED_RES
    Since 2014-12-03

Branch Locations

111 Grove Street Suite 203, Montclair, NJ 07042 • United States

East Hanover, NJ • 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
Calton & Associates, Inc Montclair NJ 08/2012 12/2022
Rmr Wealth Builders, Inc Montclair NJ 10/2014 Present
Rmr Wealth Builders, Inc. Montclair NJ 08/1986 01/2019
Calton & Associates, Inc Tampa FL 01/2023 05/2023
Previous Registrations
  • 2012-08-31 → 2023-05-03
    Calton & Associates, Inc.
    Montclair, NJ
    Tampa, FL
    Tampa, FL
    East Hanover, NJ
  • 2002-07-31 → 2012-09-04
    Cetera Wealth Services, Llc
    Teaneck, NJ
    Teaneck, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-10-09
  • S63 Uniform Securities Agent State Law Examination
    1985-10-09
Other Names
  • James P Barrett

View on SEC IAPD

Nearby Firms

ENCOMPASS MORE ASSET MANAGEMENT LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

Keith S Stecker
MATTHEW BRIAN LEVENS
CHRISTOPHER JOSEPH MCCOY

Nearby Offices

ENCOMPASS MORE ASSET MANAGEMENT LLC · Montclair, NJ
KESTRA PRIVATE WEALTH SERVICES, LLC · Montclair, NJ
J.P. MORGAN SECURITIES LLC · MONTCLAIR, NJ

More in Montclair, NJ

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