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portrait of Justin H Bartolomucci
FINANCIAL ADVISOR

Justin H Bartolomucci

CFP®, CPWA®, CIMA®
400 Campus Drive Suite 100, Collegeville, PA 19426opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Justin

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.

I help individuals and families navigate the increasingly complex issues that they face as they plan for retirement, save for college and protect the financial security of their loved ones.

My typical client is a high-income individual or family who works in the life sciences, technology or the energy field who values professional advice, a disciplined approach and an experienced team.

My commitment to professional development has led me to pursue a variety of professional designations. I earned...

Focus Areas

  • Employee Stock Options
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Charitable Giving

Work History

  • Edward JonesJuly 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CIMA®

    Certified Investment Management Analyst®

Education

  • University of PennsylvaniaCertificate
  • Wake Forest UnivCertificate

Personal Interests

  • Football
  • Hockey
  • Skiing
  • Personal Fitness
  • Spending Time with Family

Team Members

  • Dillon DeAntonio
    Associate Financial Advisor
    CFP®
  • Colin McGrath
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 09:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(610) 489-5554

Fax

(888) 282-5406

Office Address

400 Campus Drive Suite 100
Collegeville, PA 19426opens in a new window

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