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Jon Michael Bartholomew

GWN Securities Inc.

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About Jon Michael Bartholomew

Jon Michael Bartholomew is a financial professional registered with GWN Securities Inc. Jon Michael Bartholomew has been in the financial services industry since September 2, 2014 and has experience at several firms including Avantax Investment Services, Inc., Equity Services, Inc., and CBIZ Financial Solutions, Inc. Jon Michael Bartholomew has a Series 66, Series 7, and Securities Industry Essentials (SIE) licenses. Jon Michael Bartholomew specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, and insurance companies. Jon Michael Bartholomew also provides financial planning and market timing services.

Firm Information

Jon Bartholomew is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

In lieu of hourly fee, ia can charge a flat fee

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Jon Bartholomew’s Registration & Firm History

FL

02/11/2020 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

PA

10/31/2018 - 02/14/2020

AVANTAX INVESTMENT SERVICES, INC. (West Chester PA)

PA

09/21/2016 - 06/29/2017

EQUITY SERVICES, INC. (MEDIA PA)

PA

09/26/2014 - 01/15/2016

CBIZ FINANCIAL SOLUTIONS, INC. (PLYMOUTH MEETING PA)

PA

07/18/2012 - 03/24/2014

MERCAP SECURITIES, LLC (PAOLI PA)

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Licenses & Designations

BOTH

Issued 07/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Michael Bartholomew.
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