Jonathan Bednar
Jonathan Bednar is a CFP-designated registered investment advisor at Corevision Financial Group, based in Chattanooga, TN, with 16 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
252 Signal Mountain Road, A, Chattanooga, TN, 37405
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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 ActivitiesSells Insurance
Jonathan is involved in several business activities, including being a board member for Cornerstone 1 Owners Association, operating under DBAs Paradigm Wealth Partners and What The Wealth, and owning rental real estate. He also authored a book titled "What The Wealth?! A Guide to Financial Clarity for Professionals and Families.
Employment History
Current Registrations
Corevision Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
State Registrations16 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.