JEFFREY FORREST BARNES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2019-07-31 | present | Yes |
| GAVION, LLC | 2015-09-16 | 2019-12-11 | — |
| LEGACY WEALTH MANAGEMENT, LLC | 2013-11-06 | 2015-10-01 | — |
| FINANCIAL TELESIS INC | 2008-04-02 | 2013-10-31 | — |
| LPL FINANCIAL LLC | 2007-03-21 | 2008-04-08 | — |
| PRIVATE CONSULTING GROUP, INC. | 2004-07-21 | 2007-04-10 | — |