Jonathan
Bernstein
Stringer Asset Management, LLC
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About this Advisor
Jonathan Bernstein is a financial advisor who works in Memphis, Tennessee who has 10 years of relevant experience. Bernstein is currently employed by Stringer Asset Management, LLC. Throughout their career, they have worked at Stringer Asset Management, LLC and Matrix Distributors, LLC. Bernstein maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana and Texas. Stringer Asset Management, LLC is a firm operating out of Memphis, TN. It oversees $44 million in assets among its 45 client accounts, placing it among the smaller firms in the country by assets under management. The advisory firm has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Stringer Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stringer Asset Management, LLC Brokerage Details
$43,774,062
6
45
$972,757
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Jonathan Bernstein Work History
Jonathan has been registered as a financial advisor for 10 years.*
Matrix Distributors, LLC
Stringer Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Stringer Asset Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Philadelphia, PA
Olathe, KS
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