JonathanBartholomew- Financial Advisor Sackets Harbor, NY

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About Jonathan Bartholomew

At Rock Ridge Wealth, we blend traditional market analysis with AI and machine learning to deliver an active and nimble approach to wealth management. Our approach actively works to identify the stage of the economic cycle we are in and to help navigate the ever changing economic seasons. We recognize that the economy has periods of growth and periods of recession and that most people are unprepared for periods of recession. Our goal is to help you navigate those cycles efffectively so you can have peace of mind.

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:

Jonathan Bartholomew

Rock Ridge Wealth LLC