Jonathan Bartholomew is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Advisory Services, LLC
December 2024 - Present · 1 yr 7 mos
Kestra Investment Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Dimensional Fund Advisors LP
January 2021 - March 2024 · 3 yrs 2 mos
Dfa Securities LLCBroker
November 2020 - March 2024 · 3 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.