Jason Barney Location
- San Diego, CA, US
Jason Barney Work
- 2013 - now Managing Partner @ Wealth Alliance Tax & Financial Services, LLC
- 2011 - now Financial Planner and Investment Advisor @
- 2008 - 2011 Financial Planner and Investment Advisor @
- 2002 - 2008 Financial Advisor, Registered Representitive @
- 2002 - 2004 Regional Manager @
- 1998 - 2001 Financial Advisor, Registered Representitive @ Independence Capital Group
- 1991 - 2000 Various @
Jason Barney Education
- San Diego State University-California State University
Bachelor of Science (BS) (Business Administration, Management and Operations)
1995 - 1998 - The American College of Financial Services
Jason Barney Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Pensions
- Retirement Income Strategies
- Insurance
- Wealth Transfer
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Series 6
- 401k
- Investment Advisory
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Wealth
- Distribution Requirements Planning
- Retirement
- Series 65
- Series 7
- Employee Benefits
- Securities
Jason Barney Summary
- Jason Barney, based in San Diego, CA, US, is currently a Managing Partner at Wealth Alliance Tax & Financial Services, LLC. Jason Barney brings experience from previous roles at Wealth Alliance LLC, Crosswind Strategies, Hornor Townsend & Kent and Penn Mutual. Jason Barney holds a 1995 - 1998 Bachelor of Science (BS) in Business Administration, Management and Operations @ San Diego State University-California State University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Pensions and more. Jason Barney has 1 emails and 1 mobile phone numbers on RocketReach.
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