Advisor at Rock Ridge Wealth 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
Rock Ridge Wealth LLC
Location
Sackets Harbor, NY
Credentials
Series 63, Series 65
Industry experience
22 years
Financial planning fixed fees range from $100 to $24,000; flat fee for estate planning coordination may apply.
All Assets+: 2.00% All Assets+: 1.50% Variable based on assets+: Up to 0.50%
Jonathan Michael Bartholomew accepts commissions for the sale of insurance products to clients.
Rock Ridge Wealth LLC
2021 - Present (5 years)
LPL Financial LLC
2019 - 2021 (2 years)
Northern Financial Services
2019 - 2021 (2 years)
Northern Credit Union
2019 - 2021 (2 years)
Lpl Financial LLC
2014 - 2019 (5 years)
NBT Bank
2014 - 2019 (5 years)
NBT Financial Services
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 66
Henderson, NY
Chisholm Financial Planning & Investments
Series 63
Watertown, NY
Ameritas Advisory Services, LLC
Series 66
Watertown, NY
Hightower Advisors
Series 63, Series 66
Watertown, NY
Hightower Advisors
Series 63, Series 65
Watertown, NY
First Command Advisory Services
ChFC®, Series 63, Series 65
Watertown, NY
Vicus Capital, Inc.
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