Jonathan
Bernstein

Hefren-Tillotson, Inc

CRD#5221328
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Jonathan Bernstein is a certified financial planner and chartered financial analyst operating out of Pittsburgh, Pennsylvania, who has been in the advisory business for 11 years. Bernstein is currently employed by Hefren-Tillotson, Inc. During their career, Bernstein has held roles at Hefren-Tillotson, Inc and Altfest Personal Wealth. Bernstein has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Hefren-Tillotson, Inc is a registered investment business based out of Pittsburgh, Pennsylvania. The firm has offices in six locations and a total of 183 financial advisors. It administers $8 billion in total assets between its 22,446 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 80 charitable organizations. Of its 22,446 customer accounts, just 9% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Hefren-Tillotson, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which service is provided. Fee types billed by Hefren-Tillotson, Inc likely include some blend of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Disclosures

No

Office Location

650 Smithfield Street Suite 2330
Pittsburgh, PA 15222

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Hefren-Tillotson, Inc Brokerage Details

Total Assets Under Management

$7,765,418,086

PA Average: $15,833,994,310
Total Number of Employees

236

PA Average: 41
Total Number of Accounts

24,752

PA Average: 3,342
Average Account Size

$313,729

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jonathan Bernstein Work History

Jonathan has 11 years of experience.

2013 - Present (6 years)

Hefren-Tillotson, Inc

2007 - 2012 (5 years)

Altfest Personal Wealth

Disclosures

Jonathan Bernstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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