James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor ®. Among his accomplishments, James is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies. James has performed volunteer work for Family Promise, a homeless charity, United Way, and Jewish Family Services. James formerly sat on the Board of Directors of SouthTech Academy, a charter high school. Jim earned financial planning certificates from the College for Financial Planning, Kaplan University, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School. James specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection. James is registered to do business in Florida, New York, California, and Connecticut.
LPL Financial
The Advisors at Reserve Wealth Management, LLC, are affiliates of LPL Financial, America's largest independent broker/dealer* and a publicly traded company, comprising 18,000 independent financial advisors and $1 Trillion in Advisory and Brokerage Assets, as of May 31, 2021.
*As reported by LPL Financial, Tracking # 1-05151518