Claim Profile
JB

Janea Alaine Burgess

BARNES PETTEY FINANCIAL ADVISORS, LLC·CLARKSDALE, Mississippi
Unclaimed Profile
252 SUNFLOWER AVENUE, CLARKSDALE, MS 38614CRD# 7020725Firm CRD# 142944
01

About

Janea Alaine Burgess is a registered financial advisor based in CLARKSDALE, Mississippi, affiliated with BARNES PETTEY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARNES PETTEY FINANCIAL ADVISORS, LLC
BARNES PETTEY FINANCIAL ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES
Regulatory
SEC/IARD CRD# 7020725
Firm CRD# 142944
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLARKSDALE?

Browse all registered financial advisors in CLARKSDALE, Mississippi or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Janea Alaine Burgess offer?
Janea Alaine Burgess specializes in Financial Planning, Investment Management. Contact their office in CLARKSDALE, Mississippi for a consultation.
What are Janea Alaine Burgess's credentials?
Janea Alaine Burgess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janea Alaine Burgess located?
Janea Alaine Burgess is based in CLARKSDALE, Mississippi, working with BARNES PETTEY FINANCIAL ADVISORS, LLC. Their office serves clients in the CLARKSDALE metropolitan area and surrounding communities.
How does Janea Alaine Burgess charge for services?
Janea Alaine Burgess's firm is compensated through percentage of aum, hourly charges, subscription fees, other: i.e. percentage of assets in 401k plans/third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNES PETTEY FINANCIAL ADVISORS, LLC?
BARNES PETTEY FINANCIAL ADVISORS, LLC has approximately 15 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty