Jonathan
Bernstein
Bakeravenue
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About this Advisor
Jonathan Bernstein is a financial advisor based in San Francisco, California, working with Bakeravenue. Jonathan has previously held positions at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and Baker Avenue Asset Management, Lp. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Florida, New Jersey, New York, and Texas. Currently, Jonathan is part of Bakeravenue, which operates out of San Francisco, California. The firm has 7 offices and 38 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bakeravenue includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bakeravenue Brokerage Details
$2,592,685,051
38
2,688
$964,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Bernstein Work History
Baker Avenue Asset Management, Lp
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Jonathan Bernstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bakeravenue
San Francisco, CA
Houston, TX
New York, NY
San Diego, CA
San Francisco, CA
San Diego, CA
San Francisco, CA
San Francisco, CA
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