Jessica Bartle
Investment adviser representative at Integrated Advisors Network LLC
3 yearsExperience
2 statesRegistered in
$5.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
3 years in the industry.
- Integrated Advisors Network, LLCOct 2019 to now
- Evoque InvestmentsOct 2019 to now
- Arista Advisory GroupMar 2019 to Oct 2019
- Alexandra Dest Capital ManagementFeb 2019 to Mar 2019
- Voya Investment Management Co. LLCApr 2016 to Jan 2019
- Voya Investments Distributor, LLCApr 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Integrated Advisors Network LLC
$5.5BAssets managed
7,612Clients
79Advisers
11 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
- 6031782
- Firm CRD
- 171991