Holmes Sherard Pettey

Employer firm

Barnes Pettey Financial Advisors, LLC CRD 142944

$1.31B regulatory AUM 95 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1982 → 07/2025
  Raymond James Financial Services, Inc.
  St Petersburg, FL
• 02/2007 → Present
  Barnes Pettey Financial Advisors, Llc
  Clarksdale, MS
• 09/2005 → 12/2020
  Park Media
  Memphis, TN

Previous Registrations

• 2005-12-05 → 2007-02-14
  Barnes Pettey Financial Advisors
  Clarksdale, MS

Other Businesses

JPW Aviation Address: 1005 brooksberry cv, oxford , MS, 38614, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/13/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner. Licensed Independent Life Insurance Agent -Accident & Health or Sickness, Life, Variable Life and Variable Annuity - investment related: yes, less than 5 hours a week dedicated to this activity, minimal during trading hours. President of Winter Colony HOA and sits on the board. It is not a compensated role nor is it financial related. He devotes 10 or less hours a month to this position.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-23