Inactive

Jonathan Finkler

Bartlett & Co. Wealth Management LLC

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Current Employers

Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-02-23

OH RA
APPROVED

Since 2026-02-23

Branch Locations

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • 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

Organization	City	State	From	To
Fifth Third Wealth Advisors	Cincinnati	OH	06/2005	07/2024
Bartlett Wealth Management, Llc	Cincinnati	OH	07/2024	Present

06/2005 → 07/2024

Fifth Third Wealth Advisors

Cincinnati, OH
07/2024 → Present

Bartlett Wealth Management, Llc

Cincinnati, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-13

S65 Uniform Investment Adviser Law Examination

2026-02-13

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH

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BAHL & GAYNOR LLC · CINCINNATI, OH

BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH

OPUS CAPITAL MANAGEMENT · CINCINNATI, OH

FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH

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