Jonathan Berman
Jonathan Berman is a CFP-designated registered investment advisor at Irontree Wealth Management, INC., based in Fullerton, CA, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $1.1M 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 |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fee Estimator
Location
613 E. Chapman Ave, Fullerton, CA, 92831
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 an independent insurance agent at Irontree Insurance Services, spending a few hours per week providing insurance services. He also works at Squire S. Burke, Inc. as an EA, dedicating about half his time to tax preparation and bookkeeping.
Employment History
Current Registrations
Irontree Wealth Management, INC.
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
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.