John Aneser has been an investment adviser representative at Barnstone Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners. John Aneser holds a BA in Economics from Furman University.
Barnstone Advisors LLC is a Phoenixville, PA firm with $241M under management, 90 clients and 3 advisers across 2 offices, as of its January 2026 filing.
John Aneser is a junior investment advisor at Barnstone Advisors. He joined the firm in 2025 and manages client investment portfolios and trust accounts. He monitors client portfolios and prepares for client reviews.
- Barnstone Advisors LLCCurrent– present · 1 yearPhoenixville, PA · Adviser representative · Firm CRD 144511
Investment adviser representative registrations
John Aneser is registered as an investment adviser representative in Pennsylvania, since April 2025.
- PennsylvaniaSince 2 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8069684
- Firm
- Barnstone Advisors · CRD 144511
- Office
- 388 W. POTHOUSE ROAD, SUITE A, Phoenixville, PA 19460
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- barnstoneadvisors.com
Where does John Aneser work?
John Aneser is an investment adviser representative registered through Barnstone Advisors LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is John Aneser a financial advisor?
Yes. John Aneser has a current investment-adviser registration in Pennsylvania, through Barnstone Advisors since April 2025.
How many years of experience does John Aneser have?
John Aneser has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has John Aneser passed?
John Aneser passed the Series 65 in March 2025.
Where is John Aneser based?
John Aneser’s registered office is in Phoenixville, PA.
Is John Aneser registered with FINRA?
No. John Aneser has no current broker registration.
How can I verify John Aneser’s record?
Search CRD 8069684 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Aneser’s full registration record.
