Unclaimed Profile

Jon Michael Bartholomew

MERION WEALTH PARTNERS, LLC·PAOLI, Pennsylvania

SIE, Series 7, Series 66Clean record11 years registeredMERION WEALTH PARTNERS, LLC

40 DARBY ROAD, PAOLI, PA 19301CRD# 6056895Firm CRD# 152680

Profile Verification

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

Identity

Jon Michael Bartholomew · PAOLI, PA

Registration

CRD #6056895 · MERION WEALTH PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

GWN SECURITIES INC.

Feb 2020 – present

AVANTAX ADVISORY SERVICES

Oct 2018 – Feb 2020

West Chester, PA

TRINITY WEALTH MANAGEMENT, LLC

Jun 2017 – Nov 2017

Berwyn, PA

ESI FINANCIAL ADVISORS

Sep 2016 – Jun 2017

MEDIA, PA

CBIZ RETIREMENT PLAN ADVISORY SERVICES

Sep 2014 – Jan 2016

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 26, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERION WEALTH PARTNERS, LLC

CRD 152680 · SEC 801-71083

AUM

$64M

Regulatory assets under management

Employees

459 client accounts

Services offered by MERION WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERION WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Michael Bartholomew offer?

Jon Michael Bartholomew specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PAOLI, Pennsylvania for a consultation.

What are Jon Michael Bartholomew's credentials?

Jon Michael Bartholomew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Michael Bartholomew located?

Jon Michael Bartholomew is based in PAOLI, Pennsylvania, working with MERION WEALTH PARTNERS, LLC. Their office serves clients in the PAOLI metropolitan area and surrounding communities.

How does Jon Michael Bartholomew charge for services?

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

How large is MERION WEALTH PARTNERS, LLC?

MERION WEALTH PARTNERS, LLC has approximately 12 employees and manages $64M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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