Jason Katz - Email & Phone Number

Wealth Advisor, Principal at Bartlett Wealth Management

Jason Katz is based out of Cincinnati Metropolitan Area and works at Bartlett Wealth Management as Wealth Advisor, Principal.

Jason Katz's Contact Information

Jason Katz's Work email

j*****@bartle***.com

Valid

Latest update

June 9, 2026

Location

Cincinnati Metropolitan Area

Jason's current employer

Bartlett Wealth Management

Description

Investment Advisors and Financial Advisors provided by Bartlett Wealth Management & Co. Your Investment Advisor Team Focused on Your Goals.

Website

bartlett1898.com

HQ Location

Cincinnati, OH, United States

Number of employees

51-200

Industry

Investment Management

Latest update

April 30, 2024

Read about Bartlett Wealth Management

Frequent questions about Jason Katz

What company is Jason Katz working for?

Jason Katz works for Bartlett Wealth Management.

What is Jason Katz's function at Bartlett Wealth Management?

Jason Katz is Wealth Advisor, Principal at Bartlett Wealth Management.

Where is Jason Katz based?

Jason Katz is based out of Cincinnati Metropolitan Area.

What is Jason Katz's work email address?

Jason Katz's professional email address is j*****@bartle***.com

Who are Jason Katz's co-workers?

Jason Katz's colleagues are Kelley Downing, James Miller, Thomas Bartlett, Tom Steele, Matt Whalen, Kellie Muthert, Robert Dearborn, Mickey Herst, Sara Ambrose, Matthew Stith, Joe Walburg, Joe Carroll, Ed Ruthman, Peter Flanzer, Krista Linn, Cambron Michael, Nicholas Winter, Steve Young, Melissa Platt, Brian Antenucci, Nicholas D'Andrea, Kailyn Neat, Laura Humphrey, Rob Michel, Maggie Spataro, Lori Poole, Holly Mazzocca, Craig Sarembock, Kyle Pohlman, Charles Brown, Rick Reynolds, Melissa Martin, Keith Dershem, Woodrow Uible, Connie Lenihan.

Jason's co-workers

Kelley Downing

President & CEO

James Miller

Chairman, Investment Advisor, Principal

Thomas Bartlett

Owner

Tom Steele

Vice President, Chief Financial Officer, Principal

Matt Whalen

Director - IT

Kellie Muthert

Director, Human Resources

Robert Dearborn

Director, Senior Portfolio Manager

Mickey Herst

Managing Director

Sara Ambrose

Client Service Operations Team Lead

Matthew Stith

Portfolio Manager, Director Equity Research

Joe Walburg

Director Of Operations

Joe Carroll

Director of Strategy and Business Operations

Ed Ruthman

Director, Senior Portfolio Manager

Peter Flanzer

Director, Senior Portfolio Manager

Krista Linn

Director, Senior Portfolio Manager

Cambron Michael

Wealth Advisor, Principal

Nicholas Winter

Wealth Advisory Analyst

Steve Young

Human Resources Specialist

Melissa Platt

Accounting Associate

Brian Antenucci

Wealth Advisor & Principal

Nicholas D'Andrea

Financial Planning Associate

Kailyn Neat

Associate Wealth Advisor

Laura Humphrey

Wealth Advisor, Principal

Rob Michel

Network Administrator

Wealth Advisor, Principal

Craig Sarembock

Wealth Advisor, Principal

Kyle Pohlman

Wealth Advisor, Principal

Principal, Wealth Advisor

Connie Lenihan

Securities Trader

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