James Barrett has been an investment adviser representative at Acorn Wealth Advisors since July 2014, and is not listed among the firm’s executive officers or direct owners.
Acorn Wealth Advisors, LLC is a Grand Blanc, MI firm with $561M under management, 809 clients and 5 advisers across 3 offices, as of its June 2026 filing.
James Barrett is a financial advisor at Acorn Wealth Advisors. Before joining Acorn Wealth Advisors, he served as an advisor with Ameriprise Financial in Okemos and Grand Blanc, Michigan, and his experience includes heading Ameriprise's financial planning department in Okemos.
James Barrett’s longest registration is the current one, 12 years at Acorn Wealth Advisors since 2014. Before joining Acorn Wealth Advisors in 2014, James Barrett was registered through Ameriprise Financial Services, Inc.
- Acorn Wealth Advisors, LLCCurrent– present · 12 yearsGrand Blanc, MI · Adviser representative · Firm CRD 170462
- Ameriprise Financial Services, Inc.– · 3 yearsGrand Blanc, MI · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
James Barrett is registered as an investment adviser representative in Michigan, since July 2014.
- MichiganSince 10 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 1998 |
| Series 7 | General Securities Representative Examination | 30 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Joseph Barrett
- CRD
- 3069397
- Firm
- Acorn Wealth Advisors · CRD 170462
- Office
- 8305 S. SAGINAW STREET, SUITE 2, Grand Blanc, MI 48439
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- acornwealthadvisors.com
Where does James Barrett work?
James Barrett is an investment adviser representative registered through Acorn Wealth Advisors, LLC since July 2014, and is not listed among the firm’s executive officers or direct owners.
Is James Barrett a financial advisor?
Yes. James Barrett has a current investment-adviser registration in Michigan, through Acorn Wealth Advisors since July 2014.
How many years of experience does James Barrett have?
James Barrett has 28 years in the financial industry, since August 1998, across 2 adviser firms.
What exams has James Barrett passed?
James Barrett has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in July 1998. FINRA credited James Barrett with the SIE, which began in October 2018.
Where did James Barrett work before Acorn Wealth Advisors?
Before Acorn Wealth Advisors, James Barrett was registered through Ameriprise Financial Services, Inc., November 2010 to May 2014.
Where is James Barrett based?
James Barrett’s registered office is in Grand Blanc, MI.
Is James Barrett registered with FINRA?
No. James Barrett has no current broker registration.
How can I verify James Barrett’s record?
Search CRD 3069397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Barrett’s full registration record.
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