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Jon Michael Bartholomew

MERION WEALTH PARTNERS, LLC·PAOLI, Pennsylvania
Unclaimed Profile
40 DARBY ROAD, PAOLI, PA 19301CRD# 6056895Firm CRD# 152680
01

About

Jon Michael Bartholomew is a registered financial advisor based in PAOLI, Pennsylvania, affiliated with MERION WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERION WEALTH PARTNERS, LLC
MERION WEALTH PARTNERS, LLC
AUM
$64M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MERION WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6056895
Firm CRD# 152680
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Therese Marianne Eringi — ELECT-INVEST.COM,INC.Terry Elizabeth Wilson — ELECT-INVEST.COM,INC.David Andrew Weikert — MERION WEALTH PARTNERS, LLCElizabeth Ann Hannigan — MERION WEALTH PARTNERS, LLCPeter August Breuninger — ELECT-INVEST.COM,INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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