Jean Phillip joshue Espinosa barrientos
Investment adviser representative at Bankers Life Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 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 assetsOther
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.
- Bankers Life Advisory Services, Inc.Jun 2026 to now
- Bankers Life & CasualtyMay 2026 to now
- Bankers Life AdvisoryMay 2026 to now
- Bankers Life SecuritiesMay 2026 to now
- Golden Wealth StrategiesFeb 2026 to Apr 2026
- UnemployedJul 2025 to Jan 2026
- Raymond James & Associates, Inc.May 2025 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Feb 2025
- UnemployedDec 2021 to Sep 2022
- The Vanguard Group, Inc.Jun 2021 to Dec 2021
- Decades LLCJun 2021 to Sep 2021
- Pennsylvania State UniversityAug 2017 to May 2021
- Richard Montgomery High SchoolAug 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 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
- 7404035
- Firm CRD
- 281285