JR
CFA
JR
CFA

John Riley

5 Years of Experience
Key Largo, FL

John Riley is a CFA-designated registered investment advisor, based in Key Largo, FL, with 5 years of industry experience.

Location

Key Largo, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Previous Registrations
Barton Investment Management, LLC
October 2020 - December 2025 · 5 yrs 2 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Riley - Financial Advisor | TrueAdvisor