J Barnes
Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services- Claim this Profile
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Bio
Credentials
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TEP
STEP - Orange County, CAApr, 2016- Sep, 2024
Experience
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Capital Group Private Client Services
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United States
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Investment Management
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100 - 200 Employee
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Senior Vice President and Private Wealth Advisor
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Jan 2012 - Present
As a Private Wealth Advisor at Capital Group Private Client Services, I work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management. Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group—one of the world’s oldest and largest asset management firms, with nearly 8,000 employees in offices around the world and $2.0 trillion under management. Learn more about Capital Group Private Client Services at www.capitalgroup.com/pcs. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios. Show less
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Senior Managing Director, Head of US Research Sales, Cash Equities
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Feb 1988 - Jun 2008
I was responsible for the sale of securities research on US domiciled companies to institutional investors globally. Our clients included mutual fund investment advisors, independent investment counselors, trust companies, sovereign wealth funds and investment managers of qualified pension plan equity assets. The sales force I supervised were registered representatives, numbered 65 in size and were located in 9 offices worldwide. I was responsible for the sale of securities research on US domiciled companies to institutional investors globally. Our clients included mutual fund investment advisors, independent investment counselors, trust companies, sovereign wealth funds and investment managers of qualified pension plan equity assets. The sales force I supervised were registered representatives, numbered 65 in size and were located in 9 offices worldwide.
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Education
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Fairleigh Dickinson University
Bachelor of Science - BS, Marketing/Marketing Management, General
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