Unclaimed Profile

Jonathan James Bartlett

RETIREMENT DESIGN & MANAGEMENT INC·WESTPORT, Connecticut

Clean recordRETIREMENT DESIGN & MANAGEMENT INC

1555 POST ROAD EAST, WESTPORT, CT 06880CRD# 2896701Firm CRD# 106067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan James Bartlett · WESTPORT, CT

Registration

CRD #2896701 · RETIREMENT DESIGN & MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan James Bartlett is a registered financial advisor based in WESTPORT, Connecticut, affiliated with RETIREMENT DESIGN & MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RETIREMENT DESIGN & MANAGEMENT INC

AUM

$599M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RETIREMENT DESIGN & MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2896701

Firm CRD# 106067

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan James Bartlett offer?

Jonathan James Bartlett specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Jonathan James Bartlett's credentials?

Jonathan James Bartlett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan James Bartlett located?

Jonathan James Bartlett is based in WESTPORT, Connecticut, working with RETIREMENT DESIGN & MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Jonathan James Bartlett charge for services?

Jonathan James Bartlett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT DESIGN & MANAGEMENT INC?

RETIREMENT DESIGN & MANAGEMENT INC has approximately 15 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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