Jon Bartholomew (CRD# 6056895) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 10 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Feb 2020 - Current | 4 |
| Avantax Insurance Services | West Chester, PA | Oct 2018 - Current | 5 |
| Jmb Capital Solutions, LLC | West Chester, PA | Oct 2018 - Current | 5 |
| J.m. Bartholomew & Company | West Chester, PA | Nov 2010 - Current | 13 |
| Avantax Investment Services | West Chester, PA | Oct 2018 - Feb 2020 | 1 |
| Avantax Advisory Services | West Chester, PA | Oct 2018 - Feb 2020 | 1 |
| Trinity Wealth Management, LLC | Berwyn, PA | Jun 2017 - Nov 2017 | < 1 |
| Keyadvisors/national Life Insurance | Media, PA | Sep 2016 - Jun 2017 | < 1 |
| Equity Services, Inc. | Media, PA | Sep 2016 - Jun 2017 | < 1 |
| Cbiz Financial Solutions, Inc. | Pymouth Meeting, PA | Jul 2014 - Jan 2016 | 1 |
| Sap America, Inc. | Newton Square, PA | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- PA
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
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