James McBarron has been an investment adviser representative at Pacific Sage Partners since October 2023, and is not listed among the firm’s executive officers or direct owners. James McBarron holds a BA in Psychology from the University of Washington.
Pacific Sage Partners, LLC is an Edmonds, WA firm with $986M under management, 830 clients and 4 advisers in one office, as of its March 2026 filing.
James McBarron is Financial Advisor of Pacific Sage Partners, which he joined in September 2023. Before joining the team, he worked as a financial advisor for Paul R. Ried Financial Group in Bellevue, Washington. He has worked mainly with clients nearing and in retirement.
James McBarron’s longest registration is the current one, 3 years at Pacific Sage Partners since 2023. Before joining Pacific Sage Partners in 2023, James McBarron was registered through Paul R. Ried Financial Group, LLC.
- Pacific Sage Partners, LLCCurrent– present · 3 yearsEdmonds, WA · Adviser representative · Firm CRD 315663
- Paul R. Ried Financial Group, LLC– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 297284
Professional designations
Listed by Pacific Sage Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
James McBarron is registered as an investment adviser representative in Washington, since October 2023.
- WashingtonSince 2 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Ross McBarron
- CRD
- 7349195
- Firm
- Pacific Sage Partners · CRD 315663
- Office
- 505 5TH AVENUE SOUTH, SUITE 104, Edmonds, WA 98020
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pacificsagepartners.com
Where does James McBarron work?
James McBarron is an investment adviser representative registered through Pacific Sage Partners, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is James McBarron a financial advisor?
Yes. James McBarron has a current investment-adviser registration in Washington, through Pacific Sage Partners since October 2023.
How many years of experience does James McBarron have?
James McBarron has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has James McBarron passed?
James McBarron passed the Series 65 in July 2021.
Where did James McBarron work before Pacific Sage Partners?
Before Pacific Sage Partners, James McBarron was registered through Paul R. Ried Financial Group, LLC, July 2021 to September 2023.
Where is James McBarron based?
James McBarron’s registered office is in Edmonds, WA.
Is James McBarron registered with FINRA?
No. James McBarron has no current broker registration.
Is James McBarron a CFP?
Pacific Sage Partners lists James McBarron with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: James McBarron, CFP®, AIF® biography, pacificsagepartners.com
How can I verify James McBarron’s record?
Search CRD 7349195 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James McBarron’s full registration record.
