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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bernstein is an investment advisor representative with CGN Advisors, LLC. Jonathan has been in the industry since 2015 and is licensed in Pennsylvania. Jonathan has experience providing financial planning, portfolio management, and pension consulting services. Jonathan holds the Series 66, Series 7, Series 86 and Series 87 securities licenses. Jonathan is also a Certified Financial Planner and Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/18/2023 - Present
CGN Advisors, LLC (Bala Cynwyd PA)
PA
10/21/2022 - 11/09/2022
ROBERT W. BAIRD & CO. INCORPORATED (PITTSBURGH PA)
PA
02/19/2015 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
NY
12/07/2006 - 02/05/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
BOTH
Issued 03/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/28/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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