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Barry Kenneth Jamieson

Investment adviser representative at Rebel Financial, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$370.5MFirm 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 assetsHourlySubscriptionFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Rebel Financial, LLCMar 2022 to now
  2. Cmp Financial PlanningOct 2014 to Mar 2022

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (OH).

Rebel Financial, LLC

Legal name: Rebel Financial, LLC.

$370.5MAssets managed
443Clients
7Advisers
6 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
6663647
Firm CRD
168263
Advisor's SEC record (opens in a new tab)
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