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Advisors / Texas / Austin
2yrs

Jared Barnes

Financial advisor at Ameriprise Financial Services

Based in Austin, Texas, Jared Barnes is a fiduciary financial advisor with 2 years of industry experience. Jared has been with Ameriprise Financial Services since 2025; before that, Jared spent less than a year at Charles Schwab & CO.. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.

Austin, TXFiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jul 2025 – now
  2. Feb 2025 – Jul 2025
    Charles Schwab & CO., Inc.Previously

Questions to ask Jared

Tailored to Jared’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jared

How do I contact Jared?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Jared Barnes. Jared works from the Austin, TX office.

How long has Jared been a financial advisor?

Jared has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Jared hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Jared a fiduciary?

Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jared paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jared 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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