JB
JB

Jake Barber

6 Years of Experience
Marbella 29604 Malaga

Jake Barber is a registered investment advisor at Blacktower Financial Management (US) LLC, based in Marbella 29604 Malaga, with 6 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 495 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Planning is included in investment management (also available separately)

Blacktower Financial Management (US) LLC offers asset management services for US residents and US-connected individuals. Your advisor will create a portfolio allocation based on your investment objectives and risk profile, making transactions as needed. The fees for these services are negotiable, but will not exceed 2% annually. The frequency of fee payments (monthly or quarterly) will be agreed upon with your advisor. There may be additional costs for engaging third-party managers or strategists.

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Location

Andasol Business Centre, Avenida Andasol, Marbella 29604 Malaga

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jake works as a financial advisor providing investment management services through SJB Global/BFMI since 2018. This requires significantly more than full-time commitment.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
May 2019 - Present · 6 yrs 11 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jake Barber - Financial Advisor | TrueAdvisor