Top Content Curve
Jeffrey R. Barone
Jeffrey R. Barone
Financial Advisor
Financial Planning Specialist
5048 Belmont Avenue
Youngstown, OH 44505
tel: 330-759-6704
toll free: 800-535-0017
fax: 330-759-6788
Email Me
Welcome Education Services Associations Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 31 - Managed Futures and Commodities
  • Life & Health Insurance Licensed
  • BS BA - Management, 1988
    Youngstown State University
    Youngstown, OH
Services
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • 529 Plans
Associations
  • Youngstown - Warren Regional Chamber of Commerce
  • Youngstown State University Alumni Association
  • National Multiple Sclerosis Society
  • Boardman Civic Association
  • Steel Valley Triathlon Club
  • Alpha Phi Delta Fraternity Alumni Association
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Youngstown, OH
  • 1996 - 2006: B.J. Alan Company
    Director of Seasonal Operations
    Youngstown, OH
  • 1979 - 1996: Boardman Sparkle Market
    Management
    Youngstown, OH
Bulletin Board
  • Please contact us for a Complimentary Portfolio Review.
  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? I work with business owners to create and implement qualified retirement plans.
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
Jeffrey R. Barone is licensed in the following state(s): AZ, CA, DC, FL, GA, KS, MD, NC, OH, PA, SC
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

2009 Quick Reference Sheet (pdf)

Portfolio Strategist Digest (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]