Skip to content

Jake Benjamin Barber

Investment adviser representative at Blacktower Financial Management (US) LLC
10 yearsExperience
1 stateRegistered in
$254.4MFirm assets
9 yearsFirm in business

Are you Jake Benjamin Barber? Claim your profile

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
  • Pension consulting

Experience

10 years in the industry.

  1. Blacktower Financial Management (US) LLCMay 2019 to now
  2. Sjb Global/bfmiFeb 2018 to now
  3. Guardian Wealth ManagementApr 2016 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

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

Blacktower Financial Management (US) LLC

$254.4MAssets managed
479Clients
30Advisers
9 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
7101069
Firm CRD
289142
Advisor's SEC record (opens in a new tab)
Contact this firm