Jonathan Bartholomew

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About Jonathan Bartholomew

Jonathan started his career in 2002 as a financial advisor focusing mainly on Central and Northern New York. In 2014 he become a regional sales manager for the wealth management division of a large regional bank. He then became the Program Director for the wealth management division of a credit union in Northern New York. In 2021 he decided to become independant and he created Rock Ridge Wealth. Recognizing the limitations of conventional methods he created a firm that infuses the latest advancements in machine learning AI alongside traditional fundamental analysis into his process. Jonathan resides in Sackets Harbor, NY with his wife and 2 children and maintains an office in Syracuse, NY as well.

See Disclosures

General Information

Firm Start Year

2021

CRD#

4586194

Firm CRD#

313914

Insurance License#

LA965204

Name of Custodial Firm

Charles Schwab

States Licensed in

NY, LA

Years of Experience in Financial Services

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 7, Series 24, Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Annuity, Accident, Health, Life, Variable Annuity, Disability, Variable Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892266/paladinregistry-Rock-Ridge-Wealth-LLC-detailed-disclosure.html

Disclaimer

Investment Advisory Services are offered through Rock Ridge Wealth LLC, a registered investment adviser.

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Paladin Research Report For:

Rock Ridge Wealth LLC