Jim Barr Email & Phone Number
Managing Director
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Jim Barr Location
- Lake Worth, FL, US
Jim Barr Work
- 2011 -now Managing Director @ Reserve Wealth Management, LLC
- 2011 -now Financial Advisor @ LPL Financial
- 2005 -2011 Financial Advisor @
- 2001 -2003 President @ Applied Card Systems
- 1998 -2001 Chief Operating Officer and Chief Financial Officer @ Champion Computer Solutions
- 1991 -1998 Chief Operating Officer and Chief Financial Officer @
Jim Barr Education
- college for financial planning
CRPC (Financial Planning)
2005-2020 - Kaplan University
Financial Planning Certificate (Financial Planning)
2007-2008 - Baruch College
Graduate School (Finance & Investments)
1969-1971 - Fairleigh Dickinson University
BS (Accounting)
1967-1969
Jim Barr Skills
- Estate Planning
- Women & Money
- Retirement Planning
- Tax Reduction Strategies
- Cash Management
- Roth
- Investments
- Small Business Retirement Planning
- Strategic Financial Planning
- Asset Protection
- Second Opinions
- Financial Advisory
- Insurance
- Trusts
- Investment Portfolios
- 401k Rollovers
- Asset Management
- Long-term Care
- Securities
- Investment Strategies
- Portfolio Management
- Fixed Annuities
- Tax
- Second Opinion
- Personal Finance
- Term Life Insurance
- Roth IRA
- Finance
- Wealth
- Asset Allocation
- Money
- Risk Management
- Small Business
- Employee Benefits
- Disability Insurance
- Wealth Management
- Mutual Funds
- Equities
- 401k
- Asset Managment
- Alternative Investments
- Investment Advisory
- High Net Worth Individuals
- Financial Services
- Life Insurance
- Retirement
- Baby Boomers
- Boca Raton
- Delray Beach
- Income
- Marketing Strategy
- Customer Service
- Leadership
- High Net Worth
- Planning
- Women And Money
- Long Term Care
- Strategic Financial
Jim Barr Summary
- Jim Barr, based in Lake Worth, FL, US, is currently a Managing Director at Reserve Wealth Management, LLC. Jim Barr brings experience from previous roles at LPL Financial, Ameriprise Financial Services, Inc., Applied Card Systems and Champion Computer Solutions. Jim Barr holds a 2005 - 2020 CRPC in Financial Planning @ college for financial planning. With a robust skill set that includes Estate Planning, Women & Money, Retirement Planning, Tax Reduction Strategies, Cash Management and more. Jim Barr has 1 emails on RocketReach.
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