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Jonathan Michael Bartholomew

ROCK RIDGE WEALTH LLC·SACKETS HARBOR, New York
Clean recordROCK 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Michael Bartholomew is a registered financial advisor based in SACKETS HARBOR, New York, affiliated with ROCK RIDGE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROCK RIDGE WEALTH LLC
ROCK RIDGE WEALTH LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ROCK RIDGE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4586194
Firm CRD# 313914
View on FINRA BrokerCheck →

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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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