Jonathan Steven Mack

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:

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

Current Employers

Employment History

• 05/2011 → 01/2024
  Ubs Financial Services Inc
  Worcester, MA
• 01/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2024 → Present
  Bartholomew & Company, Inc.
  Worcester, MA
• 07/2026 → Present
  Bartholomew & Company Wealth Management, Llc
  Worcester, MA

Previous Registrations

• 2021-11-18 → 2024-01-23
  Ubs Financial Services Inc.
  Worcester, MA
  Wellesley, MA
• 2009-06-01 → 2011-05-26
  Morgan Stanley
  Worcester, MA
• 2007-10-15 → 2009-06-01
  Morgan Stanley & Co. Llc
  Worcester, MA

Other Businesses

CES Insurance and Ash Brokerage. Investment-related. Worcester, MA. The nature of the other business is selling fixed insurance products. Mr. Mack is a Licensed Insurance Agent beginning in September 2023. Approximately 5 hours per month. Less than 1 hour a week during securities trading hours. The duties of this position are to solicit, market, and sell fixed insurance products including life insurance and fixed annuities; provide insurance-related consultations to clients.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  1991-12-19

Other Names

• Jonathan S Mack