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Jonathan Michael Bartholomew

ROCK RIDGE WEALTH LLC·SACKETS HARBOR, New York
SIE, Series 6, Series 7, Series 24, Series 62, Series 63, Series 65Clean record17 years registeredROCK RIDGE WEALTH LLC
12791 STATE ROUTE 3, SACKETS HARBOR, NY 13685CRD# 4586194Firm CRD# 313914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Michael Bartholomew · SACKETS HARBOR, NY
Registration
CRD #4586194 · ROCK RIDGE WEALTH LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ROCK RIDGE WEALTH LLC
Jul 2021 – present
LPL FINANCIAL LLC
Nov 2019 – Jul 2021
WATERTOWN, NY
LPL FINANCIAL LLC
Dec 2014 – Oct 2019
OSWEGO, NY
INVEST FINANCIAL CORPORATION
Jul 2012 – Nov 2014
INTERLAKEN, NY
HSBC SECURITIES (USA) INC.
Apr 2009 – Jul 2012
FULTON, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 62
Series 63
Series 65
Registration record
First registered · April 2, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROCK RIDGE WEALTH LLC
CRD 313914 · SEC 801-121402
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by ROCK RIDGE WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ROCK RIDGE WEALTH LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan Michael Bartholomew offer?
Jonathan Michael Bartholomew specializes in Financial Planning, Investment Management. Contact their office in SACKETS HARBOR, New York for a consultation.
What are Jonathan Michael Bartholomew's credentials?
Jonathan Michael Bartholomew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Michael Bartholomew located?
Jonathan Michael Bartholomew is based in SACKETS HARBOR, New York, working with ROCK RIDGE WEALTH LLC. Their office serves clients in the SACKETS HARBOR metropolitan area and surrounding communities.
How does Jonathan Michael Bartholomew charge for services?
Jonathan Michael Bartholomew's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCK RIDGE WEALTH LLC?
ROCK RIDGE WEALTH LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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