Advisor at Barony Financial Group
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
Barony Financial Group
Location
Moncks Corner, SC 29461
Credentials
Series 63
Industry experience
23 years
John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.
1% to 2% annually depending on size and character of the account
$275 per hour for ad-hoc consulting services
Minimum fee: Initial fee of $2,250 (negotiable) for new Full Service Clients covering account setup and financial plan
219 Hwy 52 North, Ste. D
Moncks Corner, SC 29461
South Carolina
Barony Financial Group
2003 - Present (23 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
Summerville, SC
Journey Asset Management LLC
Series 63
Summerville, SC
Charles Fish Investments, Inc.
Series 66
Summerville, SC
Generouswealth, LLC
Series 65
Summerville, SC
HFG Capital
Series 66
Summerville, SC
Scipio Financial LLC
Series 63, Series 65
Summerville, SC
Scipio Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")