Investment adviser representative · Barton Investment Management, LLC
Michael D. Jones
CRD 2669489 · W. Conshohocken, PA
At a glance
Michael D. Jones is an investment adviser representative with Barton Investment Management, LLC in W. Conshohocken, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Barton Investment Management, LLCSince June 2024W. Conshohocken, PA · $985M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.