Unclaimed Profile

James Patrick Barrett

RMR WEALTH BUILDERS, INC.·TEANECK, New Jersey

SIE, Series 6, Series 7, Series 22, Series 24, Series 52, Series 63Clean record24 years registeredRMR WEALTH BUILDERS, INC.

500 GLENPOINTE CENTRE WEST, 4TH FLOOR, SUITE 39, TEANECK, NJ 07666CRD# 1069051Firm CRD# 169005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Patrick Barrett · TEANECK, NJ

Registration

CRD #1069051 · RMR WEALTH BUILDERS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

RMR WEALTH BUILDERS, INC.

Nov 2014 – present

CALTON & ASSOCIATES, INC.

Aug 2012 – May 2023

East Hanover, NJ

FINANCIAL NETWORK INVESTMENT CORPORATION

Jul 2002 – Sep 2012

TEANECK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 52

Series 63

Registration record

First registered · July 31, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RMR WEALTH BUILDERS, INC.

CRD 169005 · SEC 801-80404

AUM

$1.7B

Regulatory assets under management

Employees

3,965 client accounts

Services offered by RMR WEALTH BUILDERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RMR WEALTH BUILDERS, INC. →

Introduction

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Frequently Asked Questions

What services does James Patrick Barrett offer?

James Patrick Barrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEANECK, New Jersey for a consultation.

What are James Patrick Barrett's credentials?

James Patrick Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Patrick Barrett located?

James Patrick Barrett is based in TEANECK, New Jersey, working with RMR WEALTH BUILDERS, INC.. Their office serves clients in the TEANECK metropolitan area and surrounding communities.

How does James Patrick Barrett charge for services?

James Patrick Barrett's firm is compensated through percentage of aum, hourly charges, subscription fees, other: insurance compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RMR WEALTH BUILDERS, INC.?

RMR WEALTH BUILDERS, INC. has approximately 47 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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