Jonathan Lee Ritter

Employer firm

Keyvantage Wealth Advisors CRD 331996

$339M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2019 → 09/2019
  Milestone Financial
  Macungie, PA
• 11/2012 → 12/2018
  Mcqueen Ball And Associates, Inc.
  Bethlehem, PA
• 09/2019 → 08/2024
  Valley National Investments, Inc.
  Bethlehem, PA
• 09/2019 → 08/2024
  Valley National Advisers Inc
  Bethlehem, PA
• 08/2024 → Present
  Keyvantage Wealth Advisors
  Bethlehem, PA

Previous Registrations

• 2019-10-15 → 2024-08-06
  Valley National Advisers Inc
  Bethlehem, PA
• 2019-05-10 → 2019-09-16
  Commonwealth Financial Network
  Macungie, PA

Other Businesses

KeyVantage Services, LLC; not investment-related; 95 Highland Avenue, Suite 310, Bethlehem, PA 18017; tax preparation and services; Senior Financial Planning Specialist; 8/5/24; 60 hours per month during trading hours; preparing tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-06

Designations

• Certified Financial Planner

Other Names

• Jonathan Ritter