Jonathan Bernstein Email & Phone Number
Wealth Advisory, Managing Director @ BakerAvenue Wealth Management
5 free lookup(s).
Jonathan Bernstein Location
- Texas, United States
Jonathan Bernstein Work
- 2024 - now Wealth Advisory, Managing Director @
- 2020 - 2024 VP - Sr. Wealth Consultant (UHNW) @
- 2015 - 2020 Advanced Planning, Vice President @
- 2010 - 2015 Financial Consultant @
Jonathan Bernstein Education
- The Ohio State University Moritz College of Law
J.D. (Law)
2003 - 2006 - Miami University
Bachelor of Science (B.S.) (Finance)
1997 - 2001 - Boston University
LLM in Taxation (Estate Planning Concentration)
- Pensacola
Jonathan Bernstein Skills
- Legal Research
- Securities
- Investments
- Planning
Jonathan Bernstein Summary
- Jonathan Bernstein, based in Texas, United States, is currently a Wealth Advisory, Managing Director at BakerAvenue Wealth Management. Jonathan Bernstein brings experience from previous roles at Charles Schwab and Fidelity Investments. Jonathan Bernstein holds a 2003 - 2006 J.D. in Law @ The Ohio State University Moritz College of Law. With a robust skill set that includes Legal Research, Securities, Investments, Planning and more. Jonathan Bernstein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top BakerAvenue Wealth Management Employees
Joshua Young
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Jonathan Bernstein
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Doug Couden
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Jerry Luff
Partner, COO
San Juan Capistrano, CA, US
Daniel Cassell
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Tanya Welch
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Matthew Munro
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Sheila Rabaut
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Austin Roesler
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Dallas, TX, US
Simon Mayali
Director of Estate Planning
San Francisco, CA, US
Simon Baker
Chief Executive Officer
San Francisco, CA, US
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