BERNSTEIN JEFFREY J appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. BERNSTEIN JEFFREY J appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | ENVESTNET RETIREMENT SOLUTIONS, LLC | CHIEF INVESTMENT STRATEGIST | BERWYN, PA |
| — | Form ADV | KEEL CAPITAL MANAGEMENT, LLC | PORTFOLIO MANAGER | STAMFORD, CT |