Jonah N Bartlett
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesJul 2024 to now
- EdustaffFeb 2024 to Jun 2024
- UnemployedOct 2023 to Jan 2024
- TechsmithMar 2021 to Oct 2023
- StudentJan 2021 to May 2022
- UnemployedMar 2020 to Mar 2022
- Sparrow Michigan Athletic ClubSep 2017 to Mar 2020
- Self EmployedAug 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7946363
- Firm CRD
- 250