Jessica Bartlone, financial advisor Boca Raton FL

Jessica Bartlone

CRD Number: 6388032
Current Firm: Polen Capital Management, LLC
Compensation Model: Fee Only

Jessica Bartlone (CRD# 6388032) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has 2 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Foreside Funds Distributors, LLC Boca Raton, FL Mar 2020 - Current 4
Polen Capital Management, LLC Boca Raton, FL Jan 2020 - Current 4
Adrenaline Agency LLC Atlanta, GA Jun 2019 - Dec 2019 < 1
Ubs Financial Services Inc. Atlanta, GA Sep 2014 - Jun 2019 4
Unemployed Alpharetta, GA May 2014 - Sep 2014 < 1
City Bar Athens Athens, GA May 2012 - May 2014 2
University Of Georgia Athens, GA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2015
By the Numbers
  • Total Assets Under Management
    36,045
    MILLIONS
  • Total Number of Accounts
    3,515
    ACCOUNTS
  • Average Account Value
    $10,254,647
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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