DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jessica Bartle
Feed of 09/14/2026
Also filed as Jessica Margaret Seidl
At current firm
6 y
since Oct 24, 2019
In the industry
13 y
since Feb 22, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Integrated Advisors Network LLC independent RIA currentsince Oct 24, 2019 · Great Barrington, Ma
- Willow formerFeb 11, 2019 to Mar 12, 2019 · Pittsfield, Ma
- Voya Investment Management Co. LLC asset managerApr 18, 2016 to Jan 7, 2019 · Windsor, Ct
- RBC Capital Markets, LLC national BDAug 27, 2014 to Apr 27, 2016 · Great Barrington, Ma
Moves
a registration end followed by a registration begin elsewhere
- Willow to Integrated Advisors Network LLCleft Mar 12, 2019, registered Oct 24, 2019 (226 days) · RIA to RIA
- Voya Investment Management Co. LLC to Willowleft Jan 7, 2019, registered Feb 11, 2019 (35 days) · Other
- RBC Capital Markets, LLC to Voya Investment Management Co. LLCleft Apr 27, 2016, registered Apr 18, 2016 (-9 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address