DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jon Michael Bartholomew
Feed of 09/14/2026
Also filed as Jon Michael Bartholomew
At current firm
6 y
since Feb 11, 2020
In the industry
15 y
since Nov 1, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Gwn Securities Inc. BD affiliated currentsince Feb 11, 2020 · Palm Beach Gardens, Fl
- Avantax Advisory Services formerOct 23, 2018 to Feb 14, 2020 · West Chester, Pa
- Trinity Wealth Management, LLC independent RIAJun 28, 2017 to Nov 13, 2017 · Berwyn, Pa
- Esi Financial Advisors independent RIASep 21, 2016 to Jun 29, 2017 · Media, Pa
- Cbiz Retirement Plan Advisory Services institutionalSep 26, 2014 to Jan 15, 2016 · Plymouth Meeting, Pa
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Gwn Securities Inc.left Feb 14, 2020, registered Feb 11, 2020 (-3 days) · Affiliated broker-dealer or bank to another
- Trinity Wealth Management, LLC to Avantax Advisory Servicesleft Nov 13, 2017, registered Oct 23, 2018 (344 days) · Other
- Esi Financial Advisors to Trinity Wealth Management, LLCleft Jun 29, 2017, registered Jun 28, 2017 (-1 days) · Other
- Cbiz Retirement Plan Advisory Services to Esi Financial Advisorsleft Jan 15, 2016, registered Sep 21, 2016 (250 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address