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RIA / WealthAdvisor28 years in industry

JEFFREY ALLEN BARNARD

Advisor at BARNARD FINANCIAL GROUP, LLC

ROSWELL, GA

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Search this name across graphsid dfx:ria:1d8e7650-9947-6571-5bbf-5ef8ce352127

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BARNARD FINANCIAL GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Feb 18, 2008
First registration: Apr 11, 2008
Dual registered: no
IAPD individual key: 5509920

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BARNARD FINANCIAL GROUP, LLC	State registered	Jul 23, 2025	n/a	yes	ROSWELL, GA	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Dec 20, 2016	Mar 2, 2026	no	Roswell, GA\|Norcross, GA\|Roswell, GA\|Kennesaw, GA\|Duluth, GA	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	May 5, 2015	Dec 23, 2016	no	ROSWELL, GA\|SARASOTA, FL	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Mar 3, 2014	May 5, 2015	no	ROSWELL, GA\|WHEATON, IL	Previous registration
ALPHASTAR CAPITAL MANAGEMENT	Independent wealth	Jan 23, 2012	Mar 11, 2014	no	ROSWELL, GA\|CORNELIUS, NC	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Jan 7, 2009	Jan 5, 2012	no	ROSWELL, GA\|ROSWELL, GA\|ALPHARETTA, GA\|WHEATON, IL	Previous registration
WOODSTOCK FINANCIAL GROUP, INC.	Former SEC adviser	Apr 11, 2008	Oct 24, 2008	no	ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	BARNARD FINANCIAL GROUP, LLC	Mar 2, 2026	Jul 23, 2025	-222	Firm change after gap	Ibd to state RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	AE WEALTH MANAGEMENT, LLC	Dec 23, 2016	Dec 20, 2016	-3	Firm change	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	May 5, 2015	May 5, 2015	0	Firm change	Other
ALPHASTAR CAPITAL MANAGEMENT	BROOKSTONE CAPITAL MANAGEMENT LLC	Mar 11, 2014	Mar 3, 2014	-8	Firm change	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	ALPHASTAR CAPITAL MANAGEMENT	Jan 5, 2012	Jan 23, 2012	18	Firm change	Other
WOODSTOCK FINANCIAL GROUP, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Oct 24, 2008	Jan 7, 2009	75	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
132070:282580:FL:2016-11-17	Dec 23, 2016	Dec 20, 2016	SARASOTA, FL	Firm change

Relationships

Registered with (6)

→ BARNARD FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Jul 23, 2025 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 20, 2016 to Mar 2, 2026factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
May 5, 2015 to Dec 23, 2016factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 3, 2014 to May 5, 2015factForm ADV
→ ALPHASTAR CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 23, 2012 to Mar 11, 2014factForm ADV
→ WOODSTOCK FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 11, 2008 to Oct 24, 2008factForm ADV

Dated events

Occurred
Mar 2, 2026
Advisor changed firm
Jeffrey Allen Barnard left Ae Wealth Management, Llc for Barnard Financial Group, Llc (registered 2025-07-23)
Form ADVobserved 6 days ago