Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 7/16/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Jon Bartholomew?

Jon M. Bartholomew

Associate Wealth Advisor

Trinity Wealth Management LLC

HQ Phone:  (610) 296-2020

Email: j***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Trinity Wealth Management LLC

1000 Westlakes Drive Suite 275

Berwyn, Pennsylvania,19312

United States

Company Description

This Web site is designed to help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable financial advisor....more

Web References(2 Total References)


Team

www.trinity-wealth.com [cached]

Jon Bartholomew
Jon M. Bartholomew, CPA Associate Wealth Advisor (610) 296-2020 (610) 296-2188 jbartholomew@trinity-wealth.com Jon joined Trinity Wealth Management in June of 2017 as an Associate Wealth Advisor. His primary role at the firm is to create holistic, customized financial plans and provide investment advice tailored to each client's goals and...


Jon Bartholomew | Trinity Wealth Management, LLC

www.trinity-wealth.com [cached]

Jon M. Bartholomew, CPA
Jon M. Bartholomew, CPA Associate Wealth Advisor (610) 296-2020 (610) 296-2188 jbartholomew@trinity-wealth.com Jon joined Trinity Wealth Management in June of 2017 as an Associate Wealth Advisor. His primary role at the firm is to create holistic, customized financial plans and provide investment advice tailored to each client's goals and objectives. In addition, Jon is responsible for conducting research and maintaining firm investment strategies. He enjoys working with other team members to help clients achieve financial contentment. Prior to joining Trinity Wealth Management, Jon was an Investment Advisor Representative and Registered Representative in the Philadelphia region. Jon has a background in public accounting and has over a decade of experience navigating clients through accounting and tax strategies. Jon is a Certified Public Accountant (CPA) in the state of Pennsylvania and holds Series 7, 66 and life insurance licenses in Pennsylvania and New Jersey. Jon is an alumnus of Penn State University with a Master's in Business Administration (MBA), focusing on leadership. For his undergraduate work, Jon attended Susquehanna University and has a Bachelor of Science degree in Accounting. Jon and his wife Kristin reside in West Chester and enjoy spending time with their family, vacationing and walking their dogs.


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory