Jonathan Bernstein Email & Phone Number
Wealth Advisory, Managing Director @ BakerAvenue Wealth Management
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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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