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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JE

Johnathan B. Essman

ROLAND FINANCIAL WEALTH MANAGEMENT
Erie, PA 16506
Some features on this profile are disabled
CRD#: 7565952
JE

Professional summary

Johnathan Blake Essman is a registered financial advisor currently at ROLAND FINANCIAL WEALTH MANAGEMENT LLC located in Erie, Pennsylvania.

Johnathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Johnathan has worked at 1 firm and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathan Blake Essman'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®
None

Experience

Current

July 11, 2025 - Present

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

Office #1: 3910 Caughey Rd Suite 140, Erie, PA 16506
RIA
CRD#: 315175
Erie, PA

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
Pennsylvania
(7/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/8/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/3/2024
Securities Industry Essentials Examination

Current Firm

RF
ROLAND FINANCIAL WEALTH MANAGEMENT LLC
ROLAND FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 315175 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/23/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3910 Caughey Rd Suite 140, Erie, PA 16506
Mailing Address
Phone number
(814) 833-2999
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts573
AUM (Assets Under Management)$ 69,234,479

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 315175Erie, PA 16506

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