Skip to content

John Aneser

Investment adviser representative at Barnstone Advisors LLC
11 yearsExperience
1 stateRegistered in
$241.1MFirm assets
8 yearsFirm in business

Are you John Aneser? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Barnstone Advisors LLCJan 2025 to now
  2. UnemployedMay 2024 to Dec 2024
  3. Furman UniversityMay 2019 to May 2024
  4. Conestoga High SchoolAug 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Barnstone Advisors LLC

$241.1MAssets managed
90Clients
3Advisers
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
8069684
Firm CRD
144511
Advisor's SEC record (opens in a new tab)
CallContact this firm