Jacob Michael Barton

Current Employers

Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-11-14

IL RA
APPROVED

Since 2025-11-14

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

156 N. Jefferson Street Suite 300, Chicago, IL 60661 • 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

Organization	City	State	From	To
Promus Holdings, Llc	Chicago	IL	06/2012	12/2025
Waverly Advisors, Llc	Birmingham	AL	11/2025	Present

06/2012 → 12/2025

Promus Holdings, Llc

Chicago, IL
11/2025 → Present

Waverly Advisors, Llc

Birmingham, AL

Previous Registrations

2018-10-12 → 2025-12-12

Promus Capital, Llc

Chicago, IL

Other Businesses

Tre Fontane, LLC; No; 572 Phillips Ave. Glen Ellyn, IL; Vending Machine Franchise; Manager; 2020; 4; 0; Business winding down, spends a few hours monthly closing it out

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-12

S65 Uniform Investment Adviser Law Examination

2018-10-12

Other Names

Jake Barton

View on SEC IAPD