Advisor at J.S. Replogle & Associates LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.S. Replogle & Associates LLC
Location
Bridgewater, VA
Credentials
Series 65
Industry experience
15 years
Eric Barkey is a financial advisor with J.S. Replogle & Associates LLC in Bridgewater, VA, holding a Series 65 designation and 15 years of industry experience. He has been with J.S. Replogle & Associates since 2018 and previously operated Barkey Financial, LLC from 2010 to 2018. Outside of financial advisory, he owns Barkey Notary Services, LLC, where he dedicates up to 20 hours per week. J.S. Replogle & Associates advises individual and high-net-worth clients, offering discretionary portfolio management and financial consulting, including guidance on deferred charitable gifts. The firm employs a combination of analytical methods and customizes portfolios to client objectives, with a focus on equities, certificates of deposit, money market funds, REITs, and ETFs.
Based on J.S. Replogle & Associates LLC
One-time onboarding and initial plan fee up to $1,000 (waived for assets over $1,000,000 or certain clients)
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.90% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01 - $10,000,000: 0.65% annually $10,000,000.01+: Negotiated
$150 per hour for financial consulting and additional services after termination
Account minimum: $250,000 Minimum fee: Minimum fee of $2,500
Bridgewater, VA
Florida · Texas · Virginia
J.S. Replogle & Associates LLC
2018 - Present (8 years)
Barkey Notary Services, LLC
2018 - Present (8 years)
Barkey Financial, LLC
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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GIRA & GIRA Investment Advisors LLC
Series 63, Series 65
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GIRA & GIRA Investment Advisors LLC
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J.S. Replogle & Associates LLC
CFA®, Series 63, Series 65
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Graves Light Lenhart
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Graves Light Lenhart
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