Jonathan started his career in 2002 as a financial advisor focusing mainly on Central and Northern New York. In 2014 he become a regional sales manager for the wealth management division of a large regional bank. He then became the Program Director for the wealth management division of a credit union in Northern New York. In 2021 he decided to become independant and he created Rock Ridge Wealth. Recognizing the limitations of conventional methods he created a firm that infuses the latest advancements in machine learning AI alongside traditional fundamental analysis into his process. Jonathan resides in Sackets Harbor, NY with his wife and 2 children and maintains an office in Syracuse, NY as well.
At Rock Ridge Wealth, we blend traditional market analysis with AI and machine learning to deliver an active and nimble approach to wealth management. Our approach actively works to identify the stage of the economic cycle we are in and to help navigate the ever changing economic seasons. We recognize that the economy has periods of growth and periods of recession and that most people are unprepared for periods of recession. Our goal is to help you navigate those cycles efffectively so you can have peace of mind.
General Information |
| Firm Start Year: | 2021 | |
| Insurance License#: | LA965204 |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | NY, LA |
| Work with the following types of clients: | Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Accident, Health, Life, Variable Annuity, Disability, Variable Life, Long Term Care |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment Advisory Services are offered through Rock Ridge Wealth LLC, a registered investment adviser. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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