Peter Barnes
Investment adviser representative at Parcion Private Wealth LLC
13 yearsExperience
1 stateRegistered in
$3BFirm assets
6 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
13 years in the industry.
- Parcion Private Wealth LLCMar 2022 to now
- J.P. Morgan Securities LLCJan 2021 to Mar 2022
- JPMorgan Chase Bank, N.A.Jan 2021 to Mar 2022
- UnemployedAug 2020 to Dec 2020
- Moss Adams LLPJan 2019 to Jul 2020
- UnemployedNov 2018 to Dec 2018
- Lululemon AthleticaJul 2018 to Oct 2018
- Gonzaga UniversityAug 2017 to Aug 2018
- Moss Adams LLPJun 2017 to Aug 2017
- UnemployedMay 2017 to May 2017
- Washington State UniversityAug 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Parcion Private Wealth LLC
$3BAssets managed
165Clients
15Advisers
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
- 7329058
- Firm CRD
- 305115