Jonathan Lee Ritter
Investment adviser representative at Keyvantage Wealth Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$339.4MFirm assets
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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
14 years in the industry.
- Keyvantage Wealth AdvisorsAug 2024 to now
- Valley National Advisers IncSep 2019 to Aug 2024
- Valley National Investments, Inc.Sep 2019 to Aug 2024
- Milestone FinancialJan 2019 to Sep 2019
- Mcqueen Ball and Associates, Inc.Nov 2012 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Keyvantage Wealth Advisors
Legal name: Keyvantage Wealth, LLC
$339.4MAssets managed
143Clients
4Advisers
2 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
- 7058863
- Firm CRD
- 331996