Best Investors Account Sign in
Inactive

Janna Martinelli Forte

Barton Investment Management, LLC

West Conshohocken, PA

Claim This Profile
Current Employers
Barton Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-11-02
  • PA RA
    APPROVED
    Since 2016-11-02

Branch Locations

One Tower Bridge 100 Front Street, Suite 980, West Conshohocken, PA 19428 • 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
Barton Investment Management, Llc W. Conshohocken PA 09/2016 Present
Stay-At-Home Mom Wayne PA 05/2016 09/2016
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-13
S63 Uniform Securities Agent State Law Examination 1996-04-29
  • S65 Uniform Investment Adviser Law Examination
    2014-08-13
  • S63 Uniform Securities Agent State Law Examination
    1996-04-29
Other Names
  • Janna Martinelli Forte
  • Janna Marie Martinelli
  • Janna Marie Martinelli

View on SEC IAPD

Other Firms

VERDIS INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC
GKFO, LLC
MEREO CAPITAL PARTNERS, LLC
MORGAN STANLEY AIP GP LP
AVONWOOD CAPITAL MANAGEMENT LLC
PERMIT CAPITAL, LLC

Other Investors

HENRY BARTON RILEY
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci
DAVID ELLIOTT ADLER

Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA
PERMIT CAPITAL, LLC · WEST CONSHOHOCKEN, PA

More in West Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor