AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

Jonathan Andrew Barwick

BARWICK & PARTNERS, INC.·SEATTLE, Washington
SIE, Series 2, Series 6, Series 7, Series 22, Series 63Clean record27 years registeredBARWICK & PARTNERS, INC.
3825 INTERLAKE AVE N., SEATTLE, WA 98103CRD# 1347131Firm CRD# 174336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Andrew Barwick · SEATTLE, WA
Registration
CRD #1347131 · BARWICK & PARTNERS, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

BARWICK & PARTNERS, INC.
Oct 2015 – present
KMS FINANCIAL SERVICES, INC
Sep 2002 – Sep 2015
SEATTLE, WA
LINCOLN FINANCIAL ADVISORS CORPORATION
Aug 1999 – Sep 2002
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 2
Series 6
Series 7
Series 22
Series 63
Registration record
First registered · August 5, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARWICK & PARTNERS, INC.
CRD 174336 · SEC 801-100460
AUM
$2.3B
Regulatory assets under management
Employees
2
453 client accounts
Services offered by BARWICK & PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARWICK & PARTNERS, INC. →
Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

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

Browse SEATTLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jonathan Andrew Barwick offer?
Jonathan Andrew Barwick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Jonathan Andrew Barwick's credentials?
Jonathan Andrew Barwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Andrew Barwick located?
Jonathan Andrew Barwick is based in SEATTLE, Washington, working with BARWICK & PARTNERS, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Jonathan Andrew Barwick charge for services?
Jonathan Andrew Barwick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARWICK & PARTNERS, INC.?
BARWICK & PARTNERS, INC. has approximately 2 employees and manages $2.3B 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 →

More Advisors in SEATTLE, Washington

Gregory James Conway
CJ PARTNERS LLC·SEATTLE, WA
Brian Matthew Johnson
DOHJ, LLC·SEATTLE, WA
CFP
Connor James Donnelly
MADISON PARK ADVISORS·SEATTLE, WA
Howard Davis Miracle
MARSHALL & SULLIVAN INC·SEATTLE, WA
Stuart Remley Robertson
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
James Dayton Guard
HBC FINANCIAL SERVICES, PLLC·SEATTLE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)TACOMA (34)KIRKLAND (30)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)OLYMPIA (17)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile