Jonathan Bartholomew
Rock Ridge Wealth LLC
12791 State Rt 3
Sackets Harbor, NY 13685
3156818478
About Rock Ridge Wealth LLC
At Rock Ridge Wealth, we blend traditional market analysis with AI and machine learning to deliver an active and nimble approach to wealth management. Our approach actively works to identify the stage of the economic cycle we are in and to help navigate the ever changing economic seasons. We recognize that the economy has periods of growth and periods of recession and that most people are unprepared for periods of recession. Our goal is to help you navigate those cycles efffectively so you can have peace of mind.
See Disclosures
General Information
Firm Start Year
2021
CRD#
4586194
Firm CRD#
313914
Insurance License#
LA965204
Name of Custodial Firm
Charles Schwab
States Licensed in
NY, LA
Years of Experience in Financial Services
21
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AIF®
Securities Licenses
Series 7, Series 24, Series 65, Series 63, Series 6
Insurance and Annuity Licenses
Annuity, Accident, Health, Life, Variable Annuity, Disability, Variable Life, Long Term Care
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892266/rothira-Rock-Ridge-Wealth-LLC-detailed-disclosure.html
Disclaimer
Investment Advisory Services are offered through Rock Ridge Wealth LLC, a registered investment adviser.