TrueAdvisor
TrueAdvisor
JB
CFP
JB
CFP

James Andrew Barnash

Invst, LLC
30 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Invst, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None

Location

Vernon Hills, IL

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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 ActivitiesSells Insurance

James provides tax accounting and insurance services. The filing does not specify the time commitment for these activities.

Employment History
Current Registrations
Invst, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Ns Capital, LLC
March 2020 - January 2025 · 4 yrs 10 mos
Ssn Advisory, INC.
July 2018 - February 2020 · 1 yr 7 mos
Securities Service Network, LLCBroker
June 2018 - February 2020 · 1 yr 8 mos
Sgl Financial, LLC
March 2016 - July 2018 · 2 yrs 4 mos
Edelman Financial Services LLC
June 2013 - December 2015 · 2 yrs 6 mos
Sanders Morris Harris LLCBroker
May 2013 - December 2015 · 2 yrs 7 mos
Ehlert Financial Group, INC.
October 2012 - May 2013 · 7 mos
M Holdings Securities, INC.Broker
October 2012 - May 2013 · 7 mos
Newbridge Securities CorporationBroker
August 2012 - September 2012 · 1 mo
Newbridge Financial Services Group, INC.
August 2012 - September 2012 · 1 mo
Capital Analysts, IncorporatedBroker
July 2010 - June 2011 · 11 mos
Capital Analysts Incorporated
July 2010 - June 2011 · 11 mos
Ameriprise Financial Services, INC.
January 2007 - March 2009 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2007 - March 2009 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
March 1999 - January 2007 · 7 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
October 1996 - January 2007 · 10 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
October 1996 - June 2006 · 9 yrs 8 mos
Aht Financial Group, LTD.Broker
April 1992 - May 1997 · 5 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.