Jonathan Steven Mack
Investment adviser representative at Bartholomew & Company Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Bartholomew & Company Wealth Management, LLCJul 2026 to now
- Bartholomew & Company, Inc.Jan 2024 to now
- Commonwealth Financial NetworkJan 2024 to now
- UBS Financial Services IncMay 2011 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Bartholomew & Company Wealth Management, LLC
$0Assets managed
0Clients
25Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2150613
- Firm CRD
- 342680