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Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.

Charitable giving & philanthropy
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James R

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.

Charitable giving & philanthropy
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