James Patrick Barrett
Financial advisor at Rmr Wealth Builders, Inc. · Montclair, NJ
Last updated 2026-10-10
Claim your profileJames Patrick Barrett is a financial advisor at Rmr Wealth Builders, Inc. in Montclair, NJ, CRD 1069051. Licenses and exams on the registration: Series 63. IAPD registration began 2002-07-31.
Registration
- CRD number
- 1069051
- Registration status
- Active
- IAPD registration
- 2002-07-31
- Industry Experience
- 24 years
- Work Experience
- 40 years
- States registered
- NJ, TX
Licenses and exams
- Series 63
Work history
- 2012-08 to 2022-12 · Calton & Associates, Inc · Montclair, NJ
- 2014-10 to Present · Rmr Wealth Builders, Inc · Montclair, NJ
- 1986-08 to 2019-01 · Rmr Wealth Builders, Inc. · Montclair, NJ
- 2023-01 to 2023-05 · Calton & Associates, Inc · Tampa, FL
Current employment
- Rmr Wealth Builders, Inc. · Montclair, NJ
Rmr Wealth Builders, Inc.
- Regulatory AUM
- $2,885,624,988
- Registered advisors
- 54
- Offices
- 25
- Clients per advisor
- 38.9 (Low)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 22.1% (Moderate)
Rmr Wealth Builders, Inc.: advisors, services and reported ETF investments
About
James Patrick Barrett is a financial advisor at Rmr Wealth Builders, Inc. in Montclair, NJ. Reported securities licenses include Series 63. The latest record indicates 24 years of industry experience and 40 years of reported work history.
Rmr Wealth Builders, Inc.'s firm-level Form ADV reports 54 advisors across 25 offices; approximately 38.9 clients per advisor, average assets per client of $1,374,762, and regulatory AUM of $2.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $961.9M across 106 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to James Patrick Barrett personally.
Reported ETF positions
Rmr Wealth Builders reports 106 ETF positions worth $961.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $156.5M |
| VOO — Vanguard S&P 500 ETF | $156.2M |
| VTV — Vanguard Morningstar Value ETF | $143.2M |
| IJH — iShares Core S&P Mid-Cap ETF | $88.9M |
| IEFA — iShares Core MSCI EAFE ETF | $72.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Rmr Wealth Builders's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $695.3K | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $695.3K | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $11.4M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $596K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Rmr Wealth Builders, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Insurance Broker or Agent
- Other Financial Product Salesperson
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
111 Grove Street, Montclair, NJ 07042
54 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (201) 836-2460
- Website: rmrwealth.com
Official record
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