Michael Donald Jones

Employer firm

Barton Investment Management, LLC CRD 141084

$985M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• PORTFOLIO MONITORING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → 05/2024
  Wcm Global Wealth, Llc
  Greenville, SC
• 09/2018 → 03/2022
  Bny Mellon
  Philadelphia, PA
• 11/1998 → 02/2018
  Chartwell Investment Partners
  Berwyn, PA
• 02/2018 → 09/2018
  Unemployed
  Philadelphia, PA
• 06/2024 → Present
  Barton Investment Management, Llc
  West Conshohocken, PA

Previous Registrations

• 2022-05-24 → 2024-06-07
  Taverik Capital, Llc
  Greenville, SC
  Philadelphia, PA

Other Businesses

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

Designations

• Chartered Financial Analyst