Barry Jamieson (CFP®)

Planning Specialties

  • Special Needs Families
  • Investment Advice with Ongoing Investment Management
  • Retirement Plan Investment Advice
  • College/Education Planning
  • People in Transition (e.g. careers, move, relationships) 

Additional Information

  • Volunteers at local food pantry
  • Participates in short term mission trips

NAPFA Start Date

September 29, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5940 Clyde Moore Dr Groveport, OH 43125 Phone: (614) 441-9605 Fax: (614) 441-4150