Jonathan Bartholomew (CRD# 4586194) is an Investment Advisor Representative working at Rock Ridge Wealth LLC in Sackets Harbor, NY and has over 21 years of experience in the finance industry.
CRD# 4165858
Hightower Advisors, LLC
CRD# 2089960
Lpl Financial LLC
CRD# 6783718
First Command Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rock Ridge Wealth LLC | Sackets Harbor, NY | Jul 2021 - Current | 2 |
| Northern Credit Union | Watertown, NY | Sep 2019 - Current | 4 |
| Lpl Financial LLC | Watertown, NY | Nov 2019 - Jul 2021 | 1 |
| Northern Financial Services | Watertown, NY | Sep 2019 - Jul 2021 | 1 |
| Nbt Bank | Oswego, NY | Dec 2014 - Sep 2019 | 4 |
| Lpl Financial LLC | Oswego, NY | Dec 2014 - Sep 2019 | 4 |
| Nbt Financial Services | Syracuse, NY | Nov 2014 - Aug 2019 | 4 |
| Invest Financial Corp. | Cicero, NY | Jul 2012 - Nov 2014 | 2 |
| Community Bank | Cicero, NY | Jul 2012 - Nov 2014 | 2 |
| Community Investment Services Inc. | Watertown, NY | Jul 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- LA
- NY
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$96,745
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, NY
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