Jonathon Berner Email & Phone Number
Investment Solutions Representative @ Fidelity Investments
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Jonathon Berner Location
- Cincinnati, OH, US
Jonathon Berner Work
- Investment Solutions Representative @ (October 2025 - Present)
- High Net Worth Services @ (February 2025 - November 2025)
- Customer Relationship Advocate @ (September 2023 - November 2025)
- Personal Banker @ (August 2021 - October 2023)
- Financial Representative @ (January 2021 - May 2021)
Jonathon Berner Education
- University of Cincinnati
Bachelor of Business Administration - BBA (Economics)
2016-2021 - FINRA Licensing Exam
Series 66
- FINRA Licensing Exam
Series 63
- FINRA Licensing Exam
Series 7
- FINRA Licensing Exam
SIE
Jonathon Berner Summary
- Jonathon Berner, based in Cincinnati, OH, US, is currently a Investment Solutions Representative at Fidelity Investments. Jonathon Berner brings experience from previous roles at Fidelity Investments, Fifth Third Bank and Northwestern Mutual. Jonathon Berner holds a 2016 - 2021 Bachelor of Business Administration - BBA in Economics @ University of Cincinnati. Jonathon Berner has 2 emails on RocketReach.
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Jonathon Berner
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