Jessica Marie Barnes
Investment adviser representative at Thoroughbred Financial Services, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm assets
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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
Experience
13 years in the industry.
- Thoroughbred Financial Services, LLCJun 2026 to now
- Meridian Wealth Management, LLCFeb 2023 to May 2026
- UBS Financial ServicesMay 2016 to Feb 2023
- University of KentuckyAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TN).
Thoroughbred Financial Services, LLC
$4BAssets managed
3,567Clients
34Advisers
27 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
- 6647295
- Firm CRD
- 47893