Joseph Bartolomeo
Joseph Bartolomeo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colts Neck, NJ, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Colts Neck, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is involved in several outside business activities, including serving as an elected official for Colts Neck Township, CEO of The Charlotte Group, consultant for Shah Petroleum, and board member for NJ Sharing Network and Semper Fi Santa. He also works as a financial planner for Greenberg & Rapp Financial Group, Inc. and Eagle Rock Wealth Management, but does not sell insurance products at this time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
The Benchmark Company, LLCBroker
Raymond James & Associates, INC.Broker
Ndb Capital Markets, LPBroker
National Discount BrokersBroker
Sherwood Securities CORP.Broker
Paragon Capital CorporationBroker
State Registrations3 states
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