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Kristin Adelson Bartlow

Journey Strategic Wealth LLC

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About Kristin Adelson Bartlow

Kristin Adelson Bartlow is a financial advisor registered with Journey Strategic Wealth LLC. Kristin has been in the industry since 2009 and holds several licenses, including the Series 6, 7 and 63, as well as the SIE exam. Kristin is also a Certified Financial Planner. Journey Strategic Wealth LLC is a financial advisory firm based in Summit, NJ. The firm provides financial planning, portfolio management for individuals and businesses. The firm manages over $3 billion in assets.

Firm Information

Kristin Bartlow is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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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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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Kristin Bartlow’s Registration & Firm History

NJ

03/29/2021 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

CA

01/26/2010 - 03/29/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Walnut Creek CA)

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Licenses & Designations

BC

Issued 12/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/25/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristin Adelson Bartlow.
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