Best Investors Account Sign in

Jonathan Edward Bartholomew

Kestra Advisory Services, LLC

Austin, TX

Claim This Profile
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-11
  • TX RA
    APPROVED
    Since 2024-12-11

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • 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
Dimensional Fund Advisors Austin TX 08/2020 12/2024
Boston College - Masters Candidate Chestnut Hill MA 08/2018 05/2020
Starr Companies New York NY 07/2014 06/2018
Kestra Investment Services, Llc Austin TX 12/2024 Present
Kestra Advisory Services, Llc Austin TX 12/2024 Present
  • 08/2020 → 12/2024
    Dimensional Fund Advisors
    Austin, TX
  • 08/2018 → 05/2020
    Boston College - Masters Candidate
    Chestnut Hill, MA
  • 07/2014 → 06/2018
    Starr Companies
    New York, NY
  • 12/2024 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 12/2024 → Present
    Kestra Advisory Services, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-28
  • S66 Uniform Combined State Law Examination
    2020-12-28
Other Names
  • Jonathan Edward Bartholomew
  • Jonathan Bartholomew

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor