Advisor at Roland Financial Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Roland Financial Wealth Management LLC
Location
Erie, PA 16506
Credentials
Series 65
Industry experience
< 1 year
Johnathan Essman is a financial advisor at Roland Financial Wealth Management LLC in Erie, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Roland Financial, he worked at First National Bank (FNB Corporation) for one year and was a full-time student for eight years. He is also licensed as an insurance agent, dedicating a portion of his time to insurance-related activities. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management, financial planning, and consulting primarily to individual and high net worth clients. The firm customizes investment programs based on clients’ goals and risk tolerances, conducts regular account reviews, and offers educational seminars, alongside managing insurance services through its principals.
Based on Roland Financial Wealth Management LLC
Based on Roland Financial Wealth Management LLC
$0+: 1.00% annually (Income Conservative Portfolio) $0+: 1.50% annually (Income Portfolio) $0+: 1.75% annually (Balanced Portfolio) $0+: 1.75% annually (Growth Portfolio) $0+: 2.00% annually (Tactical Portfolio)
$350/hour for financial planning
Account minimum: $100,000 Fee-only: $350/hour for financial planning
3910 Caughey Rd, Suite 140
Erie, PA 16506
Pennsylvania
Roland Financial, LLC
2025 - Present (1 year)
Roland Financial Wealth Management LLC
2025 - Present (1 year)
First National Bank dba FNB Corporation
2024 - 2025 (1 year)
Full TIme Student
2015 - 2023 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Erie, PA
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