Jefferson Francis Bartley
Investment adviser representative at Envestnet Pmc
17 yearsExperience
2 statesRegistered in
$614.9BFirm assets
26 yearsFirm in business
Are you Jefferson Francis Bartley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Envestnet PmcJul 2026 to now
- Envestnet, Inc.Apr 2026 to now
- UnemployedDec 2025 to Mar 2026
- Brinker Capital SecuritiesJun 2024 to Nov 2025
- Orion Portfolio SolutionsJun 2024 to Nov 2025
- UnemployedNov 2023 to Jun 2024
- Capital Group - American Funds Distributors, Inc.Jun 2021 to Nov 2023
- NatixisJun 2009 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, PA).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5502887
- Firm CRD
- 111694