Adviser and broker representative · Wealth Alliance, LLC
Jason L. Barney
CRD 3167740 · El Cajon, CA
At a glance
Jason L. Barney is an investment adviser representative with Wealth Alliance, LLC in El Cajon, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2001, about 24 years ago. Jason is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Wealth Alliance, LLCSince January 2025El Cajon, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.