JONATHAN EVAN BERNSTEIN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2026-05-06 | present | Yes |
| FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC | 2017-04-25 | 2019-03-22 | — |
| ROUNDANGLE ADVISORS LLC | 2016-04-11 | 2026-05-28 | — |
| ROUNDANGLE ADVISORS LLC | 2015-11-19 | 2016-04-11 | — |
| CETERA ADVISORS LLC | 2004-04-21 | 2015-11-02 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-06-02 | 2004-04-14 | — |