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Brian R Jamros

Bartholomew & Company Wealth Management, LLC

Worcester, MA

Commonwealth Financial Network

Worcester, MA

CRD 6603170

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Employer firm

Bartholomew & Company Wealth Management, LLC CRD 342680

Reported services (Item 5G)

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

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

Current Employers
Bartholomew & Company Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
  • S66 Uniform Combined State Law Examination
    2016-06-30

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MONIQUE MARIE D'AUTEUIL
JENNIFER AITES GUADIZ
PETER BRUCE LURIER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WORCESTER, MA
MORGAN STANLEY · Worcester, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA

More in Worcester, MA

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