Jonathan Bartlett is an Executive Director at RDM Financial Group. With over 36 years of experience in the financial markets, Jonathan leverages his robust financial knowledge to evaluate the various investment alternatives and allocations for client portfolios.
Prior to RDM Financial Group, Jonathan served at Fidelity Capital Markets as a NASDAQ principal trader, as well as the head of the trading department at Swiss Bank Corporation’s Private Banking Division. He began his career at Shearson Lehman Messel in London, where he traded options on the floor of the exchange. He then joined Bank of Tokyo Asset Management as a junior portfolio manager responsible for all of Asia ex Japan assets. Jonathan’s professional licenses include Series 7, 55 and 63, and he holds a BTEC National Diploma in Business.