James Joseph Barrett
Investment adviser representative at Acorn Wealth Advisors, LLC
4 yearsExperience
1 stateRegistered in
$561.4MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- Acorn Wealth Advisors, LLCMay 2014 to now
- Purshe Kaplan Sterling InvestmentsMay 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Acorn Wealth Advisors, LLC
$561.4MAssets managed
809Clients
5Advisers
12 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
- 3069397
- Firm CRD
- 170462