Jonathan Bernstein (CRD# 4517136) is an Investment Advisor Representative working at Bakeravenue in Southlake, TX and has over 22 years of experience in the finance industry. Jonathan Bernstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baker Avenue Asset Management, LP | Southlake, TX | Apr 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | Westlake, TX | Apr 2020 - Mar 2024 | 3 |
| Charles Schwab Bank, Ssb | Westlake, TX | Apr 2020 - Mar 2024 | 3 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Apr 2020 | 1 |
| Fidelity Brokerage Services LLC | New York, NY | Jul 2010 - Apr 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- CT
- FL
- NJ
- NY
- TX
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Total Assets Under Management2,593MILLIONS
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Total Number of Accounts2,688ACCOUNTS
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Average Account Value$964,541
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OK, OR, PA, SC, TX, VA, WA
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