Jonathan
Ritter
Valley National Advisers Inc
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About this Advisor
Jonathan Ritter is a certified financial planner operating out of Bethlehem, Pennsylvania who has 4 years of relevant experience. Ritter is currently employed by Valley National Advisers Inc. During their career, Ritter has held roles at Milestone Financial, Mcqueen Ball And Associates, Inc, Valley National Investments, Inc and Valley National Advisers Inc. Ritter holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Valley National Advisers Inc is a company based out of Bethlehem, PA. It has offices in two locations and a total of 15 employees. It manages $1 billion in total assets among its 5,118 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to 30 charities and foundations. Of its 5,118 customer accounts, 16% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees vary depending on which service is provided. Fees charged by Valley National Advisers Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley National Advisers Inc Brokerage Details
$1,129,285,725
15
5,118
$220,650
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
Jonathan has been registered as a financial advisor for 4 years.*
Valley National Investments, Inc
Valley National Advisers Inc
Milestone Financial
Mcqueen Ball And Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
