Unclaimed
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 a financial advisor with over 14 years of experience in the financial industry. He is a Certified Financial Planner and holds Series 63, 66, and 7 licenses. He is also a registered Investment Advisor Representative in Connecticut, Florida, New Jersey, New York, and Texas. Jonathan has been with Bakeravenue since April 2024, but has previous experience with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, Charles Schwab & Co., Inc., and Charles Schwab Bank, SSB. Jonathan Bernstein specializes in providing financial advice to individuals, corporations, and charitable organizations. He offers a variety of services, including financial planning, investment management, and educational seminars. Jonathan is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
04/23/2024 - Present
Bakeravenue (SAN FRANCISCO CA)
TX
05/15/2020 - 05/06/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
10/06/2010 - 04/14/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MO
05/07/2002 - 09/25/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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