JONATHAN MICHAEL BERNSTEIN

JONATHAN MICHAEL BERNSTEIN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with BAKER AVENUE ASSET MANAGEMENT, LP.

Registration history (4)

FirmFromToCurrent
BAKER AVENUE ASSET MANAGEMENT, LP2024-04-23presentYes
CHARLES SCHWAB & CO., INC.2020-05-152024-05-06
FIDELITY PERSONAL AND WORKPLACE ADVISORS2018-07-132020-04-15
STRATEGIC ADVISERS LLC2012-11-122018-07-13

More