Jonathan Bednar
Jonathan Bednar is a registered investment advisor at Corevision Financial Group, based in Knoxville, TN, with 35 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 771 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
coreVISION charges an annual fee based on the value of your portfolio, up to 1.75%. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with coreVISION. Fees are paid quarterly in advance. coreVISION may use independent managers, and a portion of your fee will be provided to coreVISION based on their agreement.
Location
2099 Thunderhead Rd, Ste 201, Knoxville, TN, 37922
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
June 2001Other Business Activities
Jonathan operates his LPL business under the DBA Paradigm Wealth Partners and uses Investment & Retirement Services Group as a shell company for tax and expense purposes. He is also affiliated with Independent Advisor Alliance as a registered investment advisor and owns B & B Property, LLC for real estate rental.
Employment History
Current Registrations
Corevision Financial Group
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Prudential Securities IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.