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At Global Advisor Group, we’re dedicated to serving the financial planning needs of communities worldwide.

Founded by industry veteran and CEO James T. Barnette, Jr., CFP®, Global Advisor Group provides financial planning and wealth management services in all 50 states and 106 countries across the globe.

Our advisors, with decades of industry experience, use their deep knowledge of the complex financial planning needs of United States and international educational institutions, expatriate Americans, and foreign nationals with integrity, objectivity, and perspective.

Our Advisors

Of our licensed Advisors, James T. Barnette, Jr., Jackie Gentry, Joe Pabis, and Joan Confoy have achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which is awarded to financial advisors who have undergone extensive training, rigorous testing and exhibit a commitment to excellence through ongoing education. The CFP® is one of the world’s most recognized financial planning designations.

Our dedicated advisors travel worldwide throughout the year to meet with clients to discuss their needs. “Many of our clients have complex financial planning needs, and our team is committed to serving them with the utmost integrity and objectivity,” said Barnette.

MEET OUR TEAM

Executive Leadership

James T. Barnette, Jr. CFP®,

Founder & Chief Executive Officer

James, a CERTIFIED FINANCIAL PLANNER™, has spent decades in the financial management industry, with specialties in portfolio management, retirement planning, tax planning, education funding and estate planning.

Throughout the years, he’s been honored by “Forbes” and the “Financial Times” as a top advisor.

And for the fifth consecutive year, James was recognized by BARRON’s Magazine as number 16 out of a list of 1,200 of the top financial advisors in the country. A total of 4,000 were considered. The factors included in the rankings were: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 

James entered the financial world after earning a bachelor’s degree in finance from Tennessee Technological University and a master’s in business administration from Boston University.

Jennifer Donnelly

Office Manager

Jennifer Donnelly is a financial industry veteran who entered the business in 1999 and has worked with us for 15 years.

Jennifer holds the following registration through LPL Financial: Series 7, 65, and 24.

As she describes her role, “I’m the problem solver and the ‘Office Mama.’ I try to keep everything moving in a positive direction. I want to make sure that both clients and employees love working with the Global Advisor Group.”

When she’s not working, Jennifer enjoys spending time with her family. She has two young girls who are active in travel soccer and horseback riding, so most of their evenings and weekends are spent on the soccer field or at the barn. They also love spending time outdoors, hiking, biking and exploring new places. She also has a hidden talent – “I love to cook and make a really good chili!”

Financial Advisors

Lone Bjork

Wealth Manager Assistant

Joan Confoy

CERTIFIED FINANCIAL PLANNER™

Katrina L. Freedman

Financial Advisor

Jackie Gentry

CERTIFIED FINANCIAL PLANNER™

Ernesto Guerrero

Financial Advisor

Frank L. Van Houten

Financial Advisor

David A. Miller

Wealth Manager Assistant

Joe Pabis

CERTIFIED FINANCIAL PLANNER™

Josh T. Puterbaugh

Financial Advisor

Julia C. Simmons

Financial Advisor

Support Staff

Claire Acquaye

Administrative Assistant

Liz Cowman

Sr. Client Service Associate

Matthew Harter

Client Service Associate

Janet R. Lawton

Client Service Associate

Michael McGrath

Client Service Associate

Humaira Rana

Administrative Assistant

Carly Richardson

Client Service Associate

Manjot (MJ) Sandhu

Client Service Associate

Ranbir Sandhu

Client Service Associate

Justin Yingling

Client Service Associate

Join Our Team

Careers with Global Advisor Group

At Global Advisor Group, we are committed to integrity, objectivity, perspective, and deep knowledge of the complex financial planning needs of life today, as well as tomorrow.

We recruit individuals who share our values and philosophies.

Interested in Financial planning?

Internships

We offer an intensive, hands-on internship program for rising college seniors who are serious about pursuing a career in financial planning.

Who? We’re looking for rising college seniors who are willing to join our team at any point in the year.

What? As an intern, you will gain tremendous experience in the world of finance. Because we operate both domestically and internationally, there will be many opportunities to learn the ins and outs of the financial world and grow professionally. The internship’s combination of practical experience and development of a strong work ethic can help set you up for a successful career.

When? Our internship is available year-round, not only in the summers!

How to Apply? For consideration, please send your resume and cover letter to our Human Resources Coordinator: Humaira.Rana@lpl.com.

Our Custodians

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

A provider of in-depth risk management, forward thinking solutions, and world class service, Private Advisor Group provides us with essential back-office support and compliance oversight, enabling us to focus on you, our customers.

Interactive Brokers conducts its broker/dealer business in over 135 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access (“on line”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, fixed income and funds worldwide. Interactive Brokers Group and its affiliates execute over 1,746,000 trades per day.

Interactive Brokers is not affiliated with LPL Financial or Private Advisor Group

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