Jonathan Finkler
Investment adviser representative at Bartlett & Co. Wealth Management LLC
21 yearsExperience
1 stateRegistered in
$10.3BFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Bartlett & Co. Wealth Management LLCFeb 2026 to now
- Bartlett Wealth Management, LLCJul 2024 to now
- Fifth Third Wealth AdvisorsJun 2005 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bartlett & Co. Wealth Management LLC
$10.3BAssets managed
2,263Clients
32Advisers
8 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
- 7735093
- Firm CRD
- 292246