seller-profile

James Bartley (Jeb)

CFS Inc.

3945 Parnell Ave

Fort Wayne, IN 46805

260-484-4246

Connect with James

General Information

Firm Start Year

1988

No.of Employees

1

Firm CRD#

657789

Name of Broker/Dealer

GWN Securities

Years of Experience in Financial Services

33

Number of Years with Current Firm

33

Work Experience

Owner of CFS Inc. Contact Financial Services Inc for 33yrs.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management

Compliance

Registered Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC®, LUTCF®

Securities Licenses

Series 63, Series 6

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, Variable Annuity, Variable Life

Firm Information

Advisor's Number of Clients

250+

Advisor's Number of Managed Clients

250+

Advisor's Number of Planning Clients

250+

Assets Managed by Advisor

$30 Million +

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

Fee % Based on Assets

N/A

Hourly Rate

N/A

Additional Details on Charges

Will be discussed with client before hand.

Minimum Fee Charged for Managed Accounts

N/A

Minimum Fee Charged for Hourly Planning Accounts

N/A

Education

Business Finance - Business Finance

Illinois University
5/31/84 - 3/23/88

Disclaimer

Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.