JB
John J. Bartoletta
HIGHSTREET FINANCIAL
TAMPA, FL 33637
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CRD#: 1661930
JB
Professional summary
John Joseph Bartoletta is a registered financial advisor currently at HIGHSTREET FINANCIAL, LLC located in Tampa, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. John has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MANAGING MEMBER OF HIGH STREET GROUP, LLC, AT 12802 TAMPA OAKS BLVD, #405, TAMPA, FL 33637. FORMED IN 1997, IT IS THE HOLDING COMPANY FOR HIGH STREET FINANCIAL, LLC AND HIGH STREET NETWORK, LLC AND THUS CONSIDERED INVESTMENT RELATED. NO TIME IS SPENT ON THE MANAGING OF THIS COMPANY.
FOUNDER AND CEO OF UNATION, INC., LOCATED AT 12802 TAMPA OAKS BLVD, #405, TAMPA, FL 33637. IT IS A NON-INVESTMENT RELATED COMPANY FORMED IN 2010 AND IS A MOBILE APP AND DESKTOP SOCIAL ENGAGEMENT ENGINE THAT ALLOW A BUSINESS/BRAND OR AN INDIVIDUAL TO CREATE MEANINGFUL AND RELEVANT EVENTS. APPROXIMATELY 60 HOURS PER MONTH (OF WHICH 1 HOUR PER DAY DURING TRADING HOURS) IS SPENT DOING BUSINESS DEVELOPMENT FOR THIS VENTURE.
MANAGING MEMBER OF MARQUESAS CAPITAL PARTNERS, LLC AT 12802 TAMPA OAKS BLVD, #405, TAMPA, FL 33637. IT IS A NON-INVESTMENT RELATED HOLDING COMPANY FOR UNATION, INC., FOUNDED IN 2010. NO TIME IS SPENT ON THE MANAGING OF THIS COMPANY.
OWNER/PRESIDENT OF PHIPSON, LTD. AT 12802 TAMPA OAKS BLVD, #405, TAMPA, FL 33637. IT IS A NON-INVESTMENT RELATED HOLDING COMPANY, FOUNDED IN 2014. NO TIME IS SPENT ON THE MANAGING OF THIS COMPANY.
MANAGING MEMBER (THROUGH HIGH STREET GROUP, LLC) OF HIGH STREET NETWORK, LLC AT 12802 TAMPA OAKS BLVD, #405, TAMPA, FL 33637. IT IS AN INVESTMENT RELATED COMPANY RESPONSIBLE FOR MARKETING FOR HIGH STREET FINANCIAL, LLC., FOUNDED IN 2010. APPROXIMATELY 20 HOURS PER MONTH (AND ZERO DURING TRADING HOURS) IS SPENT ON THIS COMPANY.
MANAGING MEMBER (THROUGH HIGH STREET GROUP, LLC) OF HIGH STREET INVESTMENT ADVISORS, LLC AT 12802 TAMPA OAKS BLVD, #405, TAMPA, FL 33637. FOUNDED IN 2012, IT IS CURRENTLY AN INACTIVE COMPANY AND AS SUCH, IS NON-INVESTMENT RELATED AT THIS TIME.
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Bartoletta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 25, 1997 - Present
HIGHSTREET FINANCIAL, LLC
Office #1: 12802 Tampa Oaks Blvd Suite 405, Tampa, FL 33637RIA
CRD#: 107132
TAMPA, FL
Past
March 27, 1990 - March 5, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Past
January 31, 1990 - March 7, 1990
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Past
November 29, 1988 - January 5, 1989
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
Past
March 22, 1988 - October 24, 1988
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/25/1997)
IAR
Texas(9/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HF
HIGHSTREET FINANCIAL, LLC
HIGH STREET FINANCIAL INC | HIGHSTREET NETWORK, LLC | HIGHSTREET NETWORK | HIGHSTREET INVESTMENT ADVISORS, LLC | HIGHSTREET INVESTMENT ADVISORS | HIGHSTREET GROUP, LLC | HIGHSTREET GROUP | HIGHSTREET FINANCIAL, LLC | HIGHSTREET | HIGH STREET FINANCIAL LLC
CRD#: 107132 / SEC#: 801-52936
RIA
Registered Investment Advisory firm - (3/29/2012 Terminated)Florida
Registered Investment Advisory firm - (11/1/2011 Approved)New Jersey
Registered Investment Advisory firm - (1/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (4/3/2012 Approved)Texas
Registered Investment Advisory firm - (9/16/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12802 Tampa Oaks Blvd,ste 405, Tampa, FL 33637
Mailing Address
Phone number
(813) 910-2500
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 34,925,344 |
Red Flags
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