# JONATHAN EVAN BERNSTEIN

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | 2026-05-06 | present | Yes |
| [FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC](https://search.stillhousedata.com/firm/170416) | 2017-04-25 | 2019-03-22 | — |
| [ROUNDANGLE ADVISORS LLC](https://search.stillhousedata.com/firm/282178) | 2016-04-11 | 2026-05-28 | — |
| [ROUNDANGLE ADVISORS LLC](https://search.stillhousedata.com/firm/173955) | 2015-11-19 | 2016-04-11 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2004-04-21 | 2015-11-02 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2003-06-02 | 2004-04-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4445025)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4445025.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.