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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

MICHAEL DONALD JONES

Advisor at BARTON INVESTMENT MANAGEMENT, LLC

W. CONSHOHOCKEN, PA

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:f22d8f7b-4418-ddc1-6eb7-31dd3b7d4b2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: May 24, 2022 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Donald Jones

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

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: Nov 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: May 24, 2022
Dual registered: no
IAPD individual key: 2669489

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
BARTON INVESTMENT MANAGEMENT, LLC	Independent wealth	Jun 20, 2024	n/a	yes	W. CONSHOHOCKEN, PA	Current employment
TAVERIK CAPITAL, LLC	Mixed wealth	May 24, 2022	Jun 7, 2024	no	Philadelphia, PA\|GREENVILLE, SC	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
TAVERIK CAPITAL, LLC	BARTON INVESTMENT MANAGEMENT, LLC	Jun 7, 2024	Jun 20, 2024	13	Firm change	Other

Relationships

Registered with (2)

→ BARTON INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 20, 2024 to presentfactForm ADV
→ TAVERIK CAPITAL, LLCRegistered adviserregistration: previous registration
May 24, 2022 to Jun 7, 2024factForm ADV

Dated events

Occurred
Jun 7, 2024
Advisor changed firm
Michael Donald Jones left Taverik Capital, Llc for Barton Investment Management, Llc (registered 2024-06-20)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f22d8f7b-4418-ddc1-6eb7-31dd3b7d4b2f
First observed: May 24, 2022
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.

MICHAEL DONALD JONES

Advisor at BARTON INVESTMENT MANAGEMENT, LLC

W. CONSHOHOCKEN, PA

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:f22d8f7b-4418-ddc1-6eb7-31dd3b7d4b2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BARTON INVESTMENT MANAGEMENT, LLC

Independent wealth

Jun 20, 2024

n/a

yes

W. CONSHOHOCKEN, PA

Current employment

TAVERIK CAPITAL, LLC

Mixed wealth

May 24, 2022

Jun 7, 2024

Philadelphia, PA|GREENVILLE, SC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TAVERIK CAPITAL, LLC

BARTON INVESTMENT MANAGEMENT, LLC

Jun 7, 2024

Jun 20, 2024

Firm change

Other