John James Barry
Investment adviser representative at Core Capital Management and Research Inc.
18 yearsExperience
2 statesRegistered in
$298.8MFirm assets
15 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Core Capital Management and Research Inc.Jan 2016 to now
- Bmc Software, Inc.Jan 2015 to now
- Jb3 Marketing GroupJul 2008 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Core Capital Management and Research Inc.
$298.8MAssets managed
269Clients
2Advisers
15 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
- 6172811
- Firm CRD
- 146285