Jonathan Bernstein Email & Phone Number
Wealth Advisory, Managing Director @ BakerAvenue Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathan Bernstein Location
- Texas, United States
Jonathan Bernstein Work
- Wealth Advisory, Managing Director @ (April 2024 - Present)
- VP - Sr. Wealth Consultant (UHNW) @ (April 2020 - April 2024)
- Advanced Planning, Vice President @ (June 2015 - April 2020)
- Financial Consultant @ (July 2010 - June 2015)
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)
2018 - 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.
Looking for a different Jonathan Bernstein?
Find contact details for 700 million professionals.
Others Named Jonathan Bernstein
Jonathan Bernstein
Chief Financial Officer
Yonkers, NY, US
Top BakerAvenue Wealth Management Employees
Jonathan Bernstein
Wealth Advisory, Managing Director
Texas, United States
Matthew Munro
Wealth Advisor, Managing Director
New York, NY, US
Sheila Rabaut
Director
San Francisco, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co