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Jefferson Francis Bartley

Envestnet Pmc

Berwyn, PA

San Francisco, CA

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Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-10
CA RA APPROVED 2026-07-09
  • PA RA
    APPROVED
    Since 2026-07-10
  • CA RA
    APPROVED
    Since 2026-07-09

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Natixis Boston MA 06/2009 05/2021
Capital Group - American Funds Distributors, Inc. Los Angeles CA 06/2021 11/2023
Brinker Capital Securities Philadelphia PA 06/2024 11/2025
Orion Portfolio Solutions Omaha NE 06/2024 11/2025
Unemployed Virginia Beach VA 11/2023 06/2024
Unemployed San Francisco CA 12/2025 03/2026
Envestnet, Inc. Berwyn PA 04/2026 Present
  • 06/2009 → 05/2021
    Natixis
    Boston, MA
  • 06/2021 → 11/2023
    Capital Group - American Funds Distributors, Inc.
    Los Angeles, CA
  • 06/2024 → 11/2025
    Brinker Capital Securities
    Philadelphia, PA
  • 06/2024 → 11/2025
    Orion Portfolio Solutions
    Omaha, NE
  • 11/2023 → 06/2024
    Unemployed
    Virginia Beach, VA
  • 12/2025 → 03/2026
    Unemployed
    San Francisco, CA
  • 04/2026 → Present
    Envestnet, Inc.
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-29
S63 Uniform Securities Agent State Law Examination 2008-04-23
  • S65 Uniform Investment Adviser Law Examination
    2021-07-29
  • S63 Uniform Securities Agent State Law Examination
    2008-04-23
Other Names
  • Jefferson Francis Bartley
  • Jefferson Francis Bartley

View on SEC IAPD

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