Howard Jay Barnett
Investment Adviser Representative at Spire Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Howard Jay Barnett is an investment adviser representative with Spire Wealth Management, LLC in Charlottesville, VA, where they have been registered since 2021. They have worked in the securities industry since 1991 and have been registered with 3 firms, including Wells Fargo Advisors Financial Network, LLC and UBS Financial Services Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas and Virginia.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
- Broker:
10 states and territories
California, District of Columbia, Florida, Illinois, Missouri, Nevada, New Jersey, North Carolina, Pennsylvania, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors Financial Network LLCMay 2009 – Dec 2020Charlottesville, VA
- Spire Investment PartnersJan 2021 – Sep 2026Charlottesville, VA
- Concurrent Investment Advisors, LLC dba Barnett Financial GroupOct 2026 – no end date reportedCharlottesville, VA
- Purshe Kaplan Sterling InvestmentOct 2026 – no end date reportedAlbany, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spire Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management including customized portfolios, portfolio allocation, equity exposure management, and tax minimization. The firm also provides financial planning, estate planning review, tax planning, and insurance needs review, collaborating with clients' estate attorneys, accountants, and insurance professionals.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 71
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Mclean, VA
- SEC file number:
- 801-60468
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Howard Jay Barnett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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