Wells Fargo Advisors
47yrs
Top advisor by experience in Battle Creek
15yrs
James Barber is a fiduciary financial advisor in Battle Creek, Michigan, with 15 years in the industry. James joined Janney Montgomery Scott in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 63 advisors with offices in Battle Creek, and one of 61 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office15164 S. Helmer Road Suite B, Battle Creek, MI 49015
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowJanney Montgomery Scott LLCCurrent firm
Contact James
Local office(269) 841-7370Ask for James. (215) 665-6000Main office · Philadelphia, PA 15164 S. Helmer Road Suite BBattle Creek, MI 49015Office · Get directions Facebook pageJanney Montgomery Scott
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call James’s local office at (269) 841-7370 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for James Barber.
How long has James been a financial advisor?
James has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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