Jon Michael Bartholomew
Investment adviser representative at Gwn Securities Inc.
16 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 yearsFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
16 years in the industry.
- Gwn Securities, Inc.Feb 2020 to now
- Avantax Insurance ServicesOct 2018 to now
- Jmb Capital Solutions, LLCOct 2018 to now
- J.M. Bartholomew & CompanyNov 2010 to now
- Avantax Advisory ServicesOct 2018 to Feb 2020
- Avantax Investment ServicesOct 2018 to Feb 2020
- Trinity Wealth Management, LLCJun 2017 to Nov 2017
- Equity Services, Inc.Sep 2016 to Jun 2017
- Keyadvisors/national Life InsuranceSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 yearsIn 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
- 6056895
- Firm CRD
- 128929