Inactive

Jonathan Finkler

Bartlett & Co. Wealth Management LLC

CRD 7735093

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Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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

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

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC

OSAIC WEALTH, INC.

BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER

ANDERS KRISTIAN JUEL

CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH

OSAIC WEALTH, INC. · CINCINNATI, OH

BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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