Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
8yrs
Jeffrey Lear has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Richmond, Virginia. Jeffrey joined Barrett Capital Management in 2019, a firm offering investment management. The firm is paid through a percentage of assets.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office812 Moorefield Park Drive Suite 112, Richmond, VA 23236
How the firm is paid ?Percent of assets
Typical client at the firm ?$743,369
Advisors at the firm5
States licensed ?1 state
Services through Barrett Capital Management
Investment management for individuals and small businesses
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowBarrett Capital Management,llcCurrent firm
Contact Jeffrey
(804) 419-1100Barrett Capital Management main office 812 Moorefield Park Drive Suite 112Richmond, VA 23236Office · Get directions Firm websiteHTTPS://WWW.BARRETTCAP.COM
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- 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 Jeffrey
How do I contact Jeffrey?
Call Barrett Capital Management at (804) 419-1100 and ask for Jeffrey Lear. Jeffrey works from the Richmond, VA office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Jeffrey hold?
Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Barrett Capital Management reports being paid by a percentage of the assets they manage. Ask Jeffrey 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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