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Eric Jason Bartlett

Highpoint Planning Partners

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About Eric Jason Bartlett

Eric Bartlett is a financial advisor with Highpoint Planning Partners. Eric has been in the financial industry since January 25, 2008. Eric specializes in financial planning, portfolio management, and selection of other advisors. Eric has worked for several firms, including Morgan Stanley and Highpoint Advisor Group. Eric is registered in Illinois, Texas, Colorado, Minnesota, Oregon, Pennsylvania, and West Virginia.

Firm Information

Eric Bartlett is currently registered with Highpoint Planning Partners. Highpoint Planning Partners is an investment advisory firm based in DOWNERS GROVE, IL. They manage approximately $3 billion in assets for 13,229 clients, including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. They offer a wide range of financial planning and portfolio management services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Their services are provided through a wrap fee program.
Highpoint Planning Partners

2651 WARRENVILLE ROAD

DOWNERS GROVE, IL 60515

$3.00B

Assets Under Management

823

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Bartlett’s Registration & Firm History

IL

11/01/2021 - Present

Highpoint Planning Partners (VOLO IL)

IL

06/01/2009 - 04/11/2014

MORGAN STANLEY (DEERFIELD IL)

IL

01/25/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)

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Licenses & Designations

BOTH

Issued 03/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 01/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Jason Bartlett.
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