Jeffrey Charles Barefoot

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2004 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 10/2012 → Present
  Resourcement, Inc.
  Perrysburg, OH
• 01/2023 → Present
  Jeffrey C Barefoot Attorney At Law
  Perrysburg, OH

Previous Registrations

• 2003-03-07 → 2004-10-20
  Barefoot Wealth Management, Inc.
  Perrysburg, OH
• 1999-08-16 → 2003-12-31
  Lockwood Financial Services, Inc.
  Perrysburg, OH

Other Businesses

1) Foundation for Life of Northwest Ohio; 3454 Oak Alley Court, #211, Toledo, OH 43606; 01/2015; Board Member; Not Investment Related; 8 hours/month; 2 hours/month during business hours; Expense Reimbursement for annual March for Life trip. 2) Jeffrey C. Barefoot; 885 Commerce Drive, Suite A, Perrysburg, OH 43551; 04/30/2017; Fee-Based Review & Recommendations on business operation and organizational structure; Not Investment Related; 4 Hours/Month; 2 hours/month during business hours; Fee Income. 3) JEFFREY C BAREFOOT ATTORNEY AT LAW; POSITION: Attorney at Law NATURE: No active clients or practice at this time. I may be doing volunteer pro-bono work in the future. Have no plans to deliver services for any form of compensation at this time. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023; ADDRESS: 114 W 3rd Street, Perrysburg OH 43551, United States; DESCRIPTION: None 4) Ressourcement, Inc.; 114 W 3rd Street, Perrysburg OH 43551; Member Firm Affiliation; Investment related; President and CEO; Full responsibility for all sales, operations and decisions; 1/1/1994; 160 hours per month; 160 hours per month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-09

Other Names

• Jeff Barefoot