DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

Edward Anson Bartlett

Advisor at JANNEY MONTGOMERY SCOTT LLC

Roanoke, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1abdb890-def4-4397-8597-cb0647d643dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 1, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JANNEY MONTGOMERY SCOTT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 27, 1994
First registration: Oct 1, 1999
Dual registered: yes, broker-dealer
Other names: ED BARTLETT
IAPD individual key: 2555002

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Nov 7, 2016	n/a	yes	Roanoke, VA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Sep 17, 2010	Nov 8, 2016	no	ROANOKE, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 30, 2010	no	Roanoke, VA\|ROANOKE, VA\|ROANOKE, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 13, 2006	Jun 1, 2009	no	ROANOKE, VA\|ROANOKE, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 1, 1999	Dec 31, 2005	no	ROANOKE, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	JANNEY MONTGOMERY SCOTT LLC	Nov 8, 2016	Nov 7, 2016	-1	Firm change	Other
MORGAN STANLEY	WELLS FARGO ADVISORS	Sep 30, 2010	Sep 17, 2010	-13	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Dec 31, 2005	Jan 13, 2006	13	Firm change	Other

Relationships

Registered with (4)

→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: current employment
Nov 7, 2016 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 17, 2010 to Nov 8, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 30, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 13, 2006 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.