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Jake Barber is listed as Founder at SJB Global, a company with 17 employees, based in Marbella, Andalusia, Spain. AeroLeads shows a matched LinkedIn profile for Jake Barber.
Jake Barber previously worked as Independent Financial Adviser at Blacktower Financial Management Ltd (Uk) and Investment Adviser Representative at Sjb Us.
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Co-Founder & CEO of SJB.I founded SJB in 2018 with the main focus of providing Retirement, Investment & Tax Planning for British & US Expats or Expats with a UK or US background. We had a vision of bringing a Fee-based Financial Advice Model to the Expat Financial Services Industry and have been extremely successful in building a Financial Planning Practise based on Cross-Border AdviceBeing headquartered in Marbella, Spain, we decided from the offset to provide all of our advice remotely via telephone or video call due to our client market being global. This turned out to be of huge value when the pandemic started and led to myself being interview by a leading platform provider in the UK to share with financial advisers on how to be a successful financial adviser working remotely.I specialise in the follow areas: - International Financial Planning- Pension Advice (QROPS, SIPP, QNUPS)- Retirement Planning- Tax Planning- Investment Management- Estate & Inheritance Tax Planning for High-Net-Worth Individuals- Education Planning- Offshore Trusts- International Wills- US Retirement Assets (401k, IRA, Roth)Our slogan "Striving for a better world" is consistently talked about within the company and we feel that our company culture is what really sets us apart as respect, integrity and honest are paramount to our success and has lead to winning us the following 3 awards:- Best adviser firm established in under 3 years '20- Excellence in digital innovation '21- Excellence in professional development '21Qualifications:Fully qualified financial adviser through CISI (UK), CySEC (Cyprus) NASAA (USA)Website:Visit us at www.sjb-global.comVisit us at www.sjb-us.comEmail Address:jake.barber@sjb-global.comjake.barber.sjb-us@blacktowerus.comSkype:My Skype ID is +34671237259Contact Number:+34951127210Reviews: Please see our Trustpilot reviews here: https://www.trustpilot.com/review/www.sjb-global.com
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Marbella Area, Spain
Who we are:SJB Global specialises in providing fee-based financial planning to expats worldwide and work under the largest financial adviser network outside of the UK with USD 2 billion under management. Holistic financial planning is quite a complex area of advice which requires special tax planning, investment knowledge and a good understanding of.
United Kingdom
New York, New York, United States
Who we are:SJB US specialises in providing fee-based financial planning to British expats in the US or individuals who are UK connected and work under the largest financial adviser network outside of the UK with USD 2 billion under management. Holistic financial planning between the UK and the US is often quite a complex area of advice which requires.
Greater New York City Area
SJB US is a division of BFM (US) LLC and investment advisory services are offered through BFM (US) LLC.2017 marked a new frontier for The Blacktower Group as we made our entry into the US market with wealth management and financial advice for UK and dual-nationals who are resident in the United States. With a British approach and a largely British staff.
United Arab Emirates
GWM is independent financial planning and wealth management services include, saving plans, lump sum investments, education fees planning, inheritance tax planning, retirement planning, overseas pensions & life assurance. GWM was my first role in the international financial services industry and I provided financial advice to expats in the UAE and Saudi.
London, United Kingdom
Other employees you can reach at sjb-global.com. View company contacts for 17 employees →
Rob Hoey Acsi Dipfa
Colleague at Sjb GlobalMarbella, Andalusia, Spain, Spain
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Tatiana Montoya
Colleague at Sjb GlobalCapital District, Colombia, Colombia
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Luciana Rendón
Colleague at Sjb GlobalContact Info, United States
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Ben Eccles
Colleague at Sjb GlobalMarbella, Andalusia, Spain, Spain
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Matthew Quinn
Colleague at Sjb GlobalMarbella, Andalusia, Spain, Spain
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LC
Liam Cordrey
Colleague at Sjb GlobalMarbella, Andalusia, Spain, Spain
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Larisa Cuervo Saenz
Colleague at Sjb GlobalGreater Marbella Metropolitan Area, Spain
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Alex Gover
Colleague at Sjb GlobalGreater Marbella Metropolitan Area, Spain
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Daniel Lattimer
Colleague at Sjb GlobalDeepcar, England, United Kingdom, United Kingdom
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Marcelo Rendon
Colleague at Sjb GlobalPeru, Peru
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Quick answers generated from the profile data available on this page.
Jake Barber works for SJB Global.
Jake Barber is listed as Founder at SJB Global.
Jake Barber is based in Marbella, Andalusia, Spain while working with SJB Global.
Jake Barber has worked for Sjb Global, Blacktower Financial Management Ltd (Uk), Sjb Us, Blacktower Financial Management (Us) Llc, and Guardian Wealth Management.
Jake Barber's colleagues at SJB Global include Rob Hoey Acsi Dipfa, Tatiana Montoya, Luciana Rendón, Ben Eccles, and Matthew Quinn.
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