John Barry
President at JMB WEALTH MANAGEMENT, INC. | Los Angeles Metropolitan Area
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John Barry, a distinguished LPL Registered Principal at JMB Wealth Management, Inc., has solidified his reputation as a leading authority in retirement planning and wealth management. With a career highlighted by being named the Retirement Plan Adviser of the Year in 2008 by PLANSPONSOR Magazine, John stands out among over 500 nominees nationwide. His expertise in managing retirement plans for small and mid-sized businesses has made him a sought-after consultant in the industry, where he is recognized for his strategic approach to employee benefits and financial planning.
At LPL Financial, John oversees the management of investment portfolios for executives, ensuring that their financial goals align with their long-term retirement strategies. His comprehensive understanding of profit-sharing plans, disability insurance, and employee benefits allows him to tailor solutions that meet the unique needs of each client. John’s proficiency in wealth management is complemented by his Series 7 certification, which enhances his ability to navigate complex financial landscapes.
In addition to his advisory role, John is a prominent speaker at industry events, sharing insights on best practices in 401(k) management and retirement planning. His contributions to the field have not only earned him accolades but have also positioned him as a thought leader among his peers. With a commitment to strategic planning and a deep understanding of finance, John Barry continues to empower businesses and individuals alike to secure their financial futures through informed decision-making and innovative retirement solutions.
President at JMB WEALTH MANAGEMENT, INC. in December 2006 to Present
LPL Registered Principal at LPL Financial in January 2017 to Present
Vice President Wealth Management at USI Insurance Services in April 2004 to December 2006
First Vice President Wealth Management at Dodge, Warren & Peters Insurance Services in January 1996 to January 2004
Vice President of Business Development at Associated Securities Corp. in June 1993 to June 1996
West Coast Sales Manager - Clearing and Execution @ Broadcort Capital Corp. at Merrill Lynch in June 1987 to June 1993
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401k
Retirement Planning
Investments
Retirement
Defined Benefit
ERISA
Fiduciary Management
Wealth Management
Executive Pay
Valuation
Disability Insurance
Profit Sharing
Series 7
Series 24
Financial Services
Finance
Insurance
Management
Mutual Funds
Employee Benefits
Strategic Planning
Financial Planning
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What is John Barry email address?
Email John Barry at [email protected]. This email is the most updated John Barry email found in 2026.
How to contact John Barry?
To contact John Barry send an email to [email protected].
What company does John Barry work for?
John Barry works for JMB WEALTH MANAGEMENT, INC.
What is John Barry's role at JMB WEALTH MANAGEMENT, INC.?
John Barry is President
What is John Barry's Phone Number?
John Barry's phone (**) *** *** 163
What industry does John Barry work in?
John Barry works in the Insurance industry.
John Barry Email Addresses
John Barry Phone Numbers
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