Ashley Barber has been an investment adviser representative at AMJ Financial Wealth Management since September 2018, and is not listed among the firm’s executive officers or direct owners. Ashley Barber holds a Degree in Applied Economic Management with a focus in Financial Planning from Virginia Tech.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
Laken Barber is Portfolio Manager of AMJ Financial Wealth Management. Working under the direction of the Chief Investment Officer, she oversees clients' investments and applies the firm's Advance and Defend Asset Management process to implement investment strategies, analyze market trends and identify new opportunities for asset allocation.
- – present · 10 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
Professional designations
Listed by AMJ Financial Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ashley Barber is registered as an investment adviser representative in Virginia, since September 2018.
- VirginiaSince 27 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ashley Laken Barber
- CRD
- 6670800
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amjfinancial.com
Where does Ashley Barber work?
Ashley Barber is an investment adviser representative registered through Amj Financial Wealth Management LLC since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Barber a financial advisor?
Yes. Ashley Barber has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since September 2018.
How many years of experience does Ashley Barber have?
Ashley Barber has 10 years in the financial industry, since October 2016, across 1 adviser firm.
What exams has Ashley Barber passed?
Ashley Barber passed the Series 65 in October 2016.
Where is Ashley Barber based?
Ashley Barber’s registered office is in Leesburg, VA.
Is Ashley Barber registered with FINRA?
No. Ashley Barber has no current broker registration.
Is Ashley Barber a CFP?
AMJ Financial Wealth Management lists Ashley Barber with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ashley Barber’s record?
Search CRD 6670800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Barber’s full registration record.