Janna M. Forte

BARTON INVESTMENT MANAGEMENT

WEST CONSHOHOCKEN, PA 19428

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CRD#: 2272576

Professional summary

Janna Martinelli Forte, who also goes by Janna Marie Martinelli, is a registered financial advisor currently at BARTON INVESTMENT MANAGEMENT, LLC located in West Conshohocken, Pennsylvania.

Janna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Janna has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janna Marie Martinelli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janna Martinelli Forte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 2, 2016 - Present

BARTON INVESTMENT MANAGEMENT, LLC

Office #1: One Tower Bridge 100 Front Street, Suite 1300, West Conshohocken, PA 19428

RIA

CRD#: 141084

WEST CONSHOHOCKEN, PA

Past

August 13, 2014 - May 12, 2016

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

WEST CONSHOHOCKEN, PA

Past

January 3, 2006 - November 5, 2008

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

May 10, 2004 - December 31, 2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

CRD#: 40644

BERWYN, PA

Past

June 9, 1998 - April 12, 2004

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

September 21, 1992 - June 12, 1998

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BARTON INVESTMENT MANAGEMENT, LLC

CRD#: 141084 / SEC#: 801-66964

RIA

Registered Investment Advisory firm - (6/29/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/2/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/30/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/7/1994

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BARTON INVESTMENT MANAGEMENT, LLC

CRD#: 141084 / SEC#: 801-66964

RIA

Registered Investment Advisory firm - (6/29/2006 Approved)

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Contact information

Main Address

One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428

Mailing Address

Phone number

(610) 226-4040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 1,000,880,229

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Janna M. Forte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janna Martinelli Forte's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIRTLE, CALLAGHAN & CO., LLC

FORESIDE FUND SERVICES, LLC

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

OLD MUTUAL INVESTMENT PARTNERS

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

BARTON INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2014

Series 63

Date: 4/29/1996

Series 7

Date: 4/16/1996

Series 6

Date: 9/11/1992

Series 24

Date: 9/30/2003

Series 26

Date: 3/7/1994

Current Firm

BARTON INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARTON INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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