DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Allen Barnard
Feed of 09/14/2026
At current firm
1 y
since Jul 23, 2025
In the industry
28 y
since Aug 1, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Barnard Financial Group, LLC state registered currentsince Jul 23, 2025 · Roswell, Ga
- Ae Wealth Management, LLC BD affiliatedDec 20, 2016 to Mar 2, 2026 · Roswell, Ga
- Global Financial Private Capital, Inc. formerMay 5, 2015 to Dec 23, 2016 · Roswell, Ga
- Brookstone Capital Management LLC independent RIAMar 3, 2014 to May 5, 2015 · Roswell, Ga
- Alphastar Capital Management independent RIAJan 23, 2012 to Mar 11, 2014 · Roswell, Ga
- Brookstone Capital Management LLC independent RIAJan 7, 2009 to Jan 5, 2012 · Roswell, Ga
- Woodstock Financial Group, Inc. formerApr 11, 2008 to Oct 24, 2008 · Alpharetta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Ae Wealth Management, LLC to Barnard Financial Group, LLCleft Mar 2, 2026, registered Jul 23, 2025 (-222 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Global Financial Private Capital, Inc. to Ae Wealth Management, LLCleft Dec 23, 2016, registered Dec 20, 2016 (-3 days) · Other · moved with a team
- Brookstone Capital Management LLC to Global Financial Private Capital, Inc.left May 5, 2015, registered May 5, 2015 (0 days) · Other
- Alphastar Capital Management to Brookstone Capital Management LLCleft Mar 11, 2014, registered Mar 3, 2014 (-8 days) · Other
- Brookstone Capital Management LLC to Alphastar Capital Managementleft Jan 5, 2012, registered Jan 23, 2012 (18 days) · Other
- Woodstock Financial Group, Inc. to Brookstone Capital Management LLCleft Oct 24, 2008, registered Jan 7, 2009 (75 days) · Other
Signals
- Jeffrey Allen Barnard left Ae Wealth Management, Llc for Barnard Financial Group, Llc (registered 2025-07-23)Mar 2, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address