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Johnathan E
Series 65
Erie, PA
Roland Financial Wealth Management LLC
Johnathan Essman is a Series 65-licensed financial advisor at Roland Financial Wealth Management LLC with one year of industry experience. Prior to joining Roland Financial, he was employed at First National Bank (FNB Corporation) for one year and spent eight years as a full-time student. He also works as an insurance agent through an affiliated insurance agency. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $68.7 million across about 340 client relationships, tailoring investment strategies using a combination of fundamental, technical, and charting analysis alongside long-term and tactical asset allocation approaches.
Trey G
Series 66
Erie, PA
Roland Financial Wealth Management LLC
Trey Garrison is a financial advisor at Roland Financial Wealth Management LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, UBS Financial Services, and Fidelity Brokerage Services. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients, managing approximately $68.7 million across about 340 client relationships. The firm employs a tailored investment approach combining fundamental, technical, and charting analysis with long-term and tactical strategies, and offers regular educational seminars and estate planning coordination through a third-party platform.
Roland K
Series 65
Erie, PA
Roland Financial Wealth Management LLC
Roland Kljunich is a financial advisor with Roland Financial Wealth Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Ae Wealth Management LLC and Abacus Capital Holdings, LLC, and has been involved with Roland Financial entities since 2015. In addition to advising, he writes financial books related to his practice. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis alongside long-term and tactical investment strategies, and offers services including portfolio management, financial planning, estate planning coordination, and public educational seminars.
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