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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
Years of Experience
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Hefren-Tillotson, Inc Brokerage Details
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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.
Altfest Personal Wealth
Jonathan Bernstein has no disclosures.
Please visit their SEC profile for more details.