Jonathan Lee Ritter
Investment Adviser Representative at Keyvantage Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Lee Ritter is an investment adviser representative with Keyvantage Wealth Advisors in Bethlehem, PA, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Valley National Advisers Inc and Commonwealth Financial Network. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Milestone FinancialJan 2019 – Sep 2019Macungie, PA
- McQueen Ball and Associates, Inc.Nov 2012 – Dec 2018Bethlehem, PA
- Valley National Investments, Inc.Sep 2019 – Aug 2024Bethlehem, PA
- Valley National Advisers IncSep 2019 – Aug 2024Bethlehem, PA
- KeyVantage Wealth AdvisorsAug 2024 – no end date reportedBethlehem, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Keyvantage Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, tax planning (offered by KeyVantage Services, LLC), and integration of personal executive compensation plans. The firm also conducts annual review meetings, check-in meetings, and year-end planning sessions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bethlehem, PA
- SEC file number:
- 801-130771
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Keyvantage Wealth Advisors
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Lee Ritter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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