Howard Jay Barnett
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
Are you Howard Jay Barnett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Concurrent Investment Advisors, LLC dba Barnett Financial GroupOct 2026 to now
- Purshe Kaplan Sterling InvestmentOct 2026 to now
- Concurrent Investment Advisors, LLCSep 2026 to now
- Spire Investment PartnersJan 2021 to Sep 2026
- Wells Fargo Advisors Financial Network LLCMay 2009 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2183706
- Firm CRD
- 323135