Joseph Peter Bartolomeo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2004 → 12/2017
  The Benchmark Company Llc
  New York, NY
• 12/2017 → 10/2018
  First Allied Securities Llc
  San Diego, CA
• 10/2018 → 05/2020
  Stifel Nicolaus & Company Inc
  New York, NY
• 05/2020 → 05/2022
  Rockefeller Financial Llc
  New York, NY
• 06/2024 → 08/2025
  M Holdings Securities, Inc.
  Portland, OR
• 10/2018 → 05/2020
  Stifel, Nicolaus & Company, Inc
  New York, NY
• 08/2025 → Present
  Raymond James Financial Services Inc.
  Morristown, NJ
• 08/2025 → Present
  Raymond James Financial Services Advisors Inc.
  Morristown, NJ
• 09/2005 → Present
  N/A
  Various Cioties, NJ

Previous Registrations

• 2024-07-24 → 2025-08-11
  M Holdings Securities, Inc.
  Portland, OR
  Morristown, NJ
• 2020-08-17 → 2022-05-28
  Rockefeller Financial Llc
  New York, NY
• 2018-10-26 → 2020-05-26
  Stifel, Nicolaus & Company, Incorporated
  New York, NY
• 2018-01-17 → 2018-10-22
  First Allied Advisory Services, Inc.
  Bayonne, NJ

Other Businesses

(1)Name of Business: Eagle Rock Wealth Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Greenberg & Rapp Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: NetLink Pro Address: 9 Old Stable Way , Colts Neck, NJ, 07722, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: CEO , bring in business. Networking company. Referral group. (4)Name of Business: NJ Sharing Network Address: 691 Central Avenue , New Provodence, NJ, 07974, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sit on Foundation Board , I am consulted 5k & Golf outing (5)Name of Business: Scouting America - Monmouth Council Address: 705 Ginesi Dr , Morganville, NJ, 07751, United States Activity Type: Non profit Position/Title: Executive Member Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance Chairman (6)Name of Business: Semper Fi Santa Address: 9 Old Stable Way , Colts Neck , NJ, 07722, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founding member on Board of Directors\nWe raise money for Service men & women for the holiday season. (7)Name of Business: The Charlotte Group Address: 9 Old Stable Way , Colts Neck , NJ, 07722, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Consultation & public speaking , personal self help

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-16
• S66 Uniform Combined State Law Examination
  2018-01-11

Other Names

• J P Bartolomeo