J. David Barnett - Morgan Stanley Financial Advisor - Little Rock, AR
Morgan Stanley
J. David Barnett, CFA
Vice President
Financial Advisor
Financial Planning Specialist
2200 N Rodney Parham Rd Ste 100
Little Rock, AR 72212
tel: (501) 221-6310
toll-free: (800) 879-0089 
fax: (501) 221-6162

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Services
  • Wealth Management
  • Retirement Planning
  • Access to Lending Services
  • Education Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Asset Management
  • Socially Responsible Investing
  • Financial Planning
  • Fixed Income
  • Qualified Retirement Plans
Education and Licensing
  • Honor Graduate, Texas Christian University (1995)
  • M.A. in Finance, Texas Christian University (1999)
  • Certified Financial Analyst (CFA) designation (2001)
  • Securities Licenses: Series 7, 63 and 65
Business Experience
  • 2007 - Present: University of Arkansas at Little Rock
    Adjunct Professor, Advanced Statistics, Business School.
  • 2004 - Present: Morgan Stanley*
  • 2002 - 2004: Huron Consulting Group
    Houston
  • 1999 - 2002: Ernst & Young
    Valuation Group, Dallas & Houston

Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

  • See August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

J. David Barnett holds the following registrations:
Securities Agent: AR, CA, CO, DC, FL, IA, IL, KS, LA, MA, MD, MO, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1274577

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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