Johnathan Bartholomew (CRD# 7722273) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Iowa City, IA and has 1 year of experience in the finance industry.
CRD# 2400192
Lpl Financial LLC
CRD# 1961408
Rbc Capital Markets, LLC
CRD# 2157330
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Jul 2023 - Current | < 1 |
| Hawkeye Brokerage | Iowa City, IA | Jun 2023 - Current | < 1 |
| Ameritas Investment Company, LLC | Lincoln, NE | May 2023 - Current | 1 |
| Midwest Financial Solutions, LLC | Iowa City, IA | Jan 2023 - Current | 1 |
| University Of Iowa | Iowa City, IA | Aug 2020 - May 2023 | 2 |
| Americans For Prosperity | Des Moines, IA | Jul 2021 - Nov 2022 | 1 |
| Lb Products LLC | Fairfield, IA | Jan 2021 - Jun 2021 | < 1 |
| Iowa Gop | Washington, IA | Jul 2020 - Dec 2020 | < 1 |
| Fareway | Washington, IA | May 2018 - Jul 2020 | 2 |
| School | Washington, IA | Jan 2013 - May 2020 | 7 |
| Capps Home & Repair | Washington, IA | May 2016 - Aug 2019 | 3 |
| Organic Greens LLC | Kalona, IA | Jun 2016 - Nov 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- IA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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