This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BARTON INVESTMENT MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 29, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 29, 1996

First registration

Aug 13, 2014

Dual registered

no

Other names

JANNA MARTINELLI FORTE|JANNA MARIE MARTINELLI|JANNA MARIE MARTINELLI

IAPD individual key

2272576

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1a149dd2-c094-c7e7-f3f6-e75954be3a82

First observed

Aug 13, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.