Joshua Paul Barnes
Investment adviser representative at Legacy Advisors, LLC
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
20 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 assetsHourlyFixed 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.
- Legacy Advisors, LLCFeb 2026 to now
- Sei InvestmentsAug 2024 to Feb 2026
- Boston CollegeSep 2020 to May 2024
- Ocean City High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Legacy Advisors, LLC
$5.2BAssets managed
317Clients
19Advisers
20 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
- 8191650
- Firm CRD
- 139830