Jonathan Bernstein
Jonathan Bernstein is a CFP, PFS-designated registered investment advisor at Wealthspire Advisors, based in Red Bank, NJ, with 24 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
1 Harding Rd Ste. 206, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a life insurance producer since 2015, dedicating about a quarter of his time to advising clients and selling insurance products. He also owns a 99% partnership in Bernstein & Bernstein CPA's, LLP, providing accounting and tax services, and works as an IAR for RoundAngle Advisors LLC, spending nearly full-time as a financial advisor.
Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Foundation Retirement Plan Consultants, LLC
Roundangle Advisors LLC
Roundangle Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisors LLCBroker
Cetera Advisors LLC
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.
Exams
More Advisors
- Deirdre Derosa, CFPWealthspire Advisors
- Steven Foerschl, ChFCEsi Financial Advisors
- James Freisen, CFPLPL Financial LLC
- Richard Dworzak, CFPBenjamin F. Edwards & Company, Incorporated
- Michael Mrotzek, CFPJanney Montgomery Scott LLC
- Gregory Spicer, CFPLPL Financial LLC