James Joseph Barenberg
Investment adviser representative at American Century Investments Private Client Group, Inc.
12 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- American Century Investments Private Client Group, Inc.Dec 2021 to now
- American Century Investment Services, Inc.Jan 2019 to now
- AmazonDec 2018 to May 2019
- Colchagua Montessori HomeschoolMar 2016 to Sep 2018
- Self-employedJun 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 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
- 7048541
- Firm CRD
- 290043