Jonathan Bernstein is a CFA, CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Bala Cynwyd, PA, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,321 clients with $1.6B 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 | 1.00% |
Asset-based fees vary and do not exceed 1.00%. Fees are negotiable based on factors such as scope, complexity, and the assigned investment advisor representative. A tiered or blended rate structure may apply.
Fee Estimator
Contact
Jonathan Bernstein
Location
Bala Cynwyd, PA
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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 Activities
Jonathan is an author and may offer related advice or products to clients, which could present a conflict of interest. He is also a board member of Kohelet School and a finance committee member of Joseph Slifka Center for Jewish Life at Yale, dedicating minimal time to each.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
MML Investors Services, 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.
Exams
Additional Information
I am a graduate of Yale College and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2009. I became a CFA charterholder in 2013. My prior role was as Director of Research for Hefren-Tillotson, one of the largest investment advisory and financial planning firms in Pennsylvania, where I led the firm's investment and research process for over $18 billion of assets and 13,000 clients.
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