Jonathan Larson Bartfeld

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2013 → 05/2017
  Skidmore College
  Saratoga Springs, NY
• 09/2016 → 05/2017
  Sustainable Wealth Management
  Saratoga Springs, NY
• 06/2017 → 07/2018
  Larson Family Winery
  Sonoma, CA
• 08/2018 → 07/2019
  Self-Employed
  Los Angeles, CA
• 08/2019 → 06/2022
  Sonoma Creek Vineyards
  Sonoma, CA
• 06/2022 → 03/2025
  West Coast Financial Llc
  Sonoma, CA
• 08/2015 → 09/2016
  Unemployed
  Saratoga Springs, NY
• 07/2018 → 04/2019
  Treasure Coast Bullion Group
  Los Angeles, CA
• 04/2025 → 12/2025
  Cerity Partners Llc
  New York, NY
• 01/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-04-06 → 2025-04-04
  West Coast Financial, Llc
  Santa Barbara, CA
  Sonoma, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-06

Other Names

• Jon Larson Bartfeld