Mr J Barnes

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

11100 Santa Monica Boulevard
Los Angeles
90025 3395
United States of America

Email: [email protected]
Telephone: 310 996 6074
Practice Areas: Charity formation/administration, Family business, Investment
Add to favourites
Financial Planner / Wealth Management / Client Relations/Marketing/Sales
Capital Group
STEP Orange County
Orange County Branch Committee
Special Interest Groups:
Business Families | Philanthropy Advisors

In my practice I advise wealthy families on how to remain rich for multiple generations.  To achieve results I utilize financial planning, investment management and insights on philanthropy and tax-efficient wealth transfer.  The scope of what I offer to families and my collaboration with other advisors helps families attain their goals.   

Users are not authorised to use the Directory for any purpose other than that set out in the disclaimer.