Jeb Wildschut, CFP® Joins Barrington Financial Consulting Group, Inc.

We are excited to announce that Mr. Jeb Wildschut, CFP® has joined Barrington Financial Consulting Group, Inc. Mr. Wildschut's extensive experience spans over 20+ years including time spent in both the private sector as well as the public sector where he served as a Senior Securities Examiner at the Securities and Exchange Commission (SEC).

Mr. Wildschut is now offering expert advisory services to law firms, financial institutions, and investors seeking specialized support in regulatory compliance, financial investigations, and supervisory controls.

Jeb brings a unique blend of private sector expertise and regulatory insight. His career spans leadership roles at major financial institutions—including Bank of America, J.P. Morgan, and Unionbanc Investment Services—where he advised high-net-worth clients on portfolio management, risk mitigation, and long-term financial strategies.

Since 2015, Jeb served as a Senior Securities Examiner at the SEC, where he led over 75 complex investigations and examinations. In total, he has completed more than 150 reviews of SEC-regulated firms. His deep knowledge of private fund operations, trading practices, and compliance frameworks has helped organizations identify vulnerabilities, strengthen internal controls, and ensure regulatory adherence.

As a Certified Financial Planner (CFP®) with expertise in securities, investments, retirement planning, and insurance, Jeb has held roles as a registered representative, financial advisor, and investment fiduciary. His consulting services include supervisory control testing, branch inspections, complex-product suitability reviews, Form ADV support, and due diligence analysis.

Click here to learn more about Jeb Wildschut’s consulting and expert witness services.

Bob Lawson Earns Certified Financial Fiduciary® Designation

National Association of Certified Financial Fiduciaries™

Robert Lawson, President of Barrington Capital Management, INC., has earned the Certified Financial Fiduciary® designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first.

Certified Financial Fiduciary® is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

The National Association of Certified Financial Fiduciaries (NACFF) was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with fiduciary standards. They have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as a Certified Financial Fiduciary®.

To become a Certified Financial Fiduciary®, Bob Lawson met the following requirements: 

• Exemplified the highest standards of morals, ethics, and fiduciary standards of service

• Successfully completed a rigorous training and certification process

• Passed a certification exam

• Passed a full background check and is in good standing with all state and federal license requirements

• Business office was reviewed for best practices and compliance

• Completed and submitted the signed Certified Financial Fiduciary® application for Certification

• Agreed to the NACFF terms of awarding and maintaining certification

• Agreed to abide by and uphold the NACFF Code of Conduct

The Certified Financial Fiduciary® course is offered in various states across the US. The exam includes multiple-choice questions on subject areas including identifying what a fiduciary is, understanding the different types of fiduciaries, what triggers fiduciary responsibility, the best interest standard, the SEC Best Interest Regulation proposal, the NACFF code of conduct and fiduciary pledge of “Good Faith, Care, and Loyalty to our Client’s Best Interest.”

Bob Lawson to speak at SEAK's 32nd Annual Conference May 3-4 2025, Clearwater Beach, FL

Advanced Practice Management & Business Development for Expert Witnesses

Join Bob Lawson for an engaging and eye-opening session on transforming your expert witness practice using cutting-edge AI tools and proven marketing strategies.

Topics Covered: 

• AI Tools for Expert Witnesses: Learn how to competently and ethically integrate the latest AI tools and technology to manage your practice more efficiently; Efficiency and Effectiveness:

• Optimize workflows to reduce time spent on administrative tasks and focus on core activities that drive business growth;

• Business Development: Explore advanced techniques for attracting and retaining clients, and expanding your professional network;

• Best Practice Management Tips: Gain insights into best practices for managing billing, E & O Insurance, independent contractors, contact management software, and more;

• Case Studies and Real-World Examples: Learn from real-world case studies that illustrate successful practice management scenarios and common pitfalls to avoid.

Bob Lawson, CSCP®, AIF®, CFE®, MRFC®, LUTCF® is a seasoned Expert Witness in the financial services industry with over 40 years of experience. Bob is retained by both claimants and respondents for FINRA arbitrations, mediations, and court settings and is a fiercely independent expert. Bob is the President and Chief Compliance Officer of Barrington Capital Management, Inc., and the President and Managing Principal of Barrington Financial Consulting Group, Inc., a full-service securities, commodities, and insurance litigation consulting firm. He serves as a FINRA and NFA Arbitrator (FINRA Chair-Qualified) and a FINRA Mediator and holds multiple certifications, including Certified Securities Compliance Professional, Certified Fraud Examiner, Accredited Investment Fiduciary, Master Registered Financial Consultant, and Life Underwriter Training Council Fellow. Bob is the former Chair of the Master Registered Financial Consultants and former Practice Management Chair of the Securities Experts Roundtable, and Former Membership Chair of the Minnesota State Bar Association Alternative Dispute Resolution Section.