Johnathan B. Essman

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

Erie, PA 16506

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CRD#: 7565952

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.

ROLAND FINANCIAL, LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 07/2025; ERIE, PA; APPROXIMATELY 5% OF TIME

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)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2024

Securities Industry Essentials Examination

Current Firm

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

CRD#: 315175 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/23/2021 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	527
AUM (Assets Under Management)	$ 57,216,924

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.

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Johnathan B. Essman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathan Blake Essman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2025

SIE

Date: 10/3/2024

Current Firm

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROLAND FINANCIAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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