JONATHAN BERNSTEIN is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with CGN ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CGN ADVISORS, LLC | 2023-04-18 | present | Yes |
| ROBERT W. BAIRD & CO. INCORPORATED | 2022-10-21 | 2022-11-09 | — |
| HEFREN-TILLOTSON, INC. | 2015-03-26 | 2022-10-21 | — |