Brian R Jamros

Bartholomew & Company Wealth Management, LLC

Commonwealth Financial Network

Claim This Profile

Current Employers

Bartholomew & Company Wealth Management, Llc

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-07-16

MA RA
APPROVED

Since 2026-07-16

Branch Locations

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2016-07-12

MA RA
APPROVED

Since 2016-07-12

Branch Locations

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bartholomew & Company Inc.	Worcester	MA	01/2016	09/2016
Commonwealth Financial Newtork	Waltham	MA	09/2016	Present
Bartholomew & Company Wealth Management, Llc	Worcester	MA	07/2026	Present
Bartholomew & Company, Inc.	Worcester	MA	09/2016	Present

01/2016 → 09/2016

Bartholomew & Company Inc.

Worcester, MA
09/2016 → Present

Commonwealth Financial Newtork

Waltham, MA
07/2026 → Present

Bartholomew & Company Wealth Management, Llc

Worcester, MA
09/2016 → Present

Bartholomew & Company, Inc.

Worcester, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-30

S66 Uniform Combined State Law Examination

2016-06-30

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LPL FINANCIAL LLC

CARL P. SHERR & CO., LLC

WORCESTER ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

MONIQUE MARIE D'AUTEUIL

JENNIFER AITES GUADIZ

PETER BRUCE LURIER

ALEX M SULLIVAN

JEREMY TAYLOR LURIER

SALVATORE GIACALONE

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WORCESTER, MA

MORGAN STANLEY · Worcester, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WORCESTER, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTOR, MA

LPL FINANCIAL LLC · WORCESTER, MA

CARL P. SHERR & CO., LLC · WORCESTER, MA

More in Worcester, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor