Jon Michael Bartholomew

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  J.M. Bartholomew & Company
  West Chester, PA
• 09/2016 → 06/2017
  Keyadvisors/National Life Insurance
  Media, PA
• 09/2016 → 06/2017
  Equity Services, Inc.
  Media, PA
• 06/2017 → 11/2017
  Trinity Wealth Management, Llc
  Berwyn, PA
• 10/2018 → 02/2020
  Avantax Investment Services
  West Chester, PA
• 10/2018 → 02/2020
  Avantax Advisory Services
  West Chester, PA
• 10/2018 → Present
  Avantax Insurance Services
  West Chester, PA
• 10/2018 → Present
  Jmb Capital Solutions, Llc
  West Chester, PA
• 02/2020 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2018-10-23 → 2020-02-14
  Avantax Advisory Services
  West Chester, PA
• 2017-06-28 → 2017-11-13
  Trinity Wealth Management, Llc
  Berwyn, PA
• 2016-09-21 → 2017-06-29
  Equity Services, Inc.
  Media, PA
• 2014-09-26 → 2016-01-15
  Cbiz Financial Solutions, Inc.
  Plymouth Meeting, PA

Other Businesses

J.M. Bartholomew & Co. / JMB Capital Solutions, LLC Not investment related 1106 Jaclyn Drive West Chester, PA 19380 CPA - Accounting Services. Taxes for small businesses and individuals, audits, reviews, compilations, bookkeeping, occasional consulting Owner J.M. Bartholomew & Co - Start date 11/22/2010 JMB Capital Solutions, LLC - Start date 10/24/2018 Approximately 25 hours/month Approximately 10 hours/month during business hours The work performed is highly seasonal. Outside of filing taxes, very few hours will be spent conducting outside business. Preparing, reviewing and signing off on tax returns. Preparing financial statements for audits and reviews. Life and Health Insurance licensed. KADES MARGOLIS, Is Investment Related, DBA, Financial Professional, 02/11/2020,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-02

Other Names

• Jon Michael Bartholomew
• Jon Bartholomew