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Johnathan Blake Essman

Roland Financial Wealth Management LLC

Erie, PA

CRD 7565952

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Employer firm

Roland Financial Wealth Management LLC CRD 315175

$68.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Roland Financial Wealth Management Llc

3250 West Lake Road, Erie, PA 16505 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-11
  • PA RA
    APPROVED
    Since 2025-07-11

Branch Locations

3250 West Lake Road, Erie, PA 16505 • 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
Roland Financial Wealth Management Llc Erie PA 07/2025 Present
Roland Financial, Llc Erie PA 07/2025 Present
First National Bank Dba Fnb Corporation Girard PA 03/2024 05/2025
Full Time Student Cranesville PA 07/2015 12/2023
  • 07/2025 → Present
    Roland Financial Wealth Management Llc
    Erie, PA
  • 07/2025 → Present
    Roland Financial, Llc
    Erie, PA
  • 03/2024 → 05/2025
    First National Bank Dba Fnb Corporation
    Girard, PA
  • 07/2015 → 12/2023
    Full Time Student
    Cranesville, PA
Other Businesses

ROLAND FINANCIAL, LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 07/2025; ERIE, PA; APPROXIMATELY 5% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-08
  • S65 Uniform Investment Adviser Law Examination
    2025-07-08

View on SEC IAPD

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