Jonathan
Ritter
Valley National Advisers Inc
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About this Advisor
Jonathan Ritter is a financial advisor based in Bethlehem, Pennsylvania, working with Valley National Advisers Inc. Jonathan has previously held positions at Milestone Financial, Mcqueen Ball And Associates, Inc, Valley National Investments, Inc, and Valley National Advisers Inc. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jonathan is part of Valley National Advisers Inc, which operates out of Bethlehem, Pennsylvania. The firm has 2 offices and 15 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Valley National Advisers Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Valley National Advisers Inc Brokerage Details
$1,301,950,845
15
5,280
$246,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Ritter Work History
Valley National Investments, Inc
Valley National Advisers Inc
Milestone Financial
Mcqueen Ball And Associates, Inc
Disclosures
Please visit the SEC profile of Jonathan Ritter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley National Advisers Inc
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
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