MJ
Michael D. Jones
BARTON INVESTMENT MANAGEMENT
W. Conshohocken, PA 19428
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CRD#: 2669489
MJ
Professional summary
Michael Donald Jones is a registered financial advisor currently at BARTON INVESTMENT MANAGEMENT, LLC located in W. Conshohocken, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name of business: Moreland Cattle Company The business is not investment-related. Address of business: 501 W. Moreland Ave., Philadelphia, PA, 19118 Nature of business: Cattle ownership and beef sales Position and Title: Founder/owner Start of business relationship: September 2001 Approximate hours per month devoted to business: 1-2 hours Number of hours devoted to other business during securities trading hours: zero Duties related to other business: owner of company Name of business: EIC Solutions The business is not investment-related. Address of business: 700 Veterans Way #200, Warminster, PA 18974 Nature of business: Thermoelectric Air Conditioner Design and Manufacturing Position and Title: Director Start of business relationship: March 2001 Approximate hours per month devoted to business: 5 hours Number of hours devoted to other business during securities trading hours: zero Duties related to other business: No operating duties
CRS (Client Relationship Summary) - RIA
Click below to view Michael Donald Jones's 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®
NoneExperience
Current
June 20, 2024 - Present
BARTON INVESTMENT MANAGEMENT, LLC
Office #1: One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428RIA
CRD#: 141084
W. Conshohocken, PA
Past
May 24, 2022 - June 7, 2024
TAVERIK CAPITAL, LLC
RIA
CRD#: 156594
Philadelphia, 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".
BI
BARTON INVESTMENT MANAGEMENT, LLC
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(6/20/2024)
Exams
Current Firm
BI
BARTON INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
CRD#: 141084 / SEC#: 801-66964
RIA
Registered Investment Advisory firm - (6/29/2006 Approved)Upgrade to AdvisorCheck Premium
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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
7
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 273 |
| AUM (Assets Under Management) | $ 1,000,880,229 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
