JB
Jonathan Bernstein
CGN ADVISORS
Bala Cynwyd, PA
Some features on this profile are disabled
CRD#: 5221328
JB
Professional summary
Jonathan Bernstein, CFP® is a registered financial advisor currently at CGN ADVISORS, LLC located in Bala Cynwyd, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonathan has worked at 4 firms and has passed the Series 66, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Jonathan Bernstein is an Author. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Jonathan Bernstein is a Board Member with Kohelet School, A private K-12 school located in Lower Merion, PA. He serves on the finance and investment committees. Location of the business: 223 N Highland Ave Merion Station PA 19066 USA. Start date with business: 2023-05-03. Hours per month devoted to business during trading hours: 0. Hours per month devoted to business outside trading hours: 1. Percentage of total yearly compensation expected to be derived from the business: 0. Jonathan Bernstein is a Finance committee member of Joseph Slifka Center for Jewish Life at Yale; investment related: No; Location: 80 Wall St New Haven CT 06511; Description: Member of the non-profit finance committee.; Responsibilities Duties: Discuss the non-profit finances; Start date with business: 2024-07-31; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Bernstein's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 18, 2023 - Present
CGN ADVISORS, LLC
RIA
CRD#: 159359
Bala Cynwyd, PA
Past
October 21, 2022 - November 9, 2022
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
PITTSBURGH, PA
Past
October 21, 2022 - November 9, 2022
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
PITTSBURGH, PA
Past
March 26, 2015 - October 21, 2022
HEFREN-TILLOTSON, INC.
RIA
CRD#: 53
PITTSBURGH, PA
Past
February 19, 2015 - October 21, 2022
HEFREN-TILLOTSON, INC.
BD
CRD#: 53
PITTSBURGH, PA
Past
December 7, 2006 - February 5, 2007
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CGN ADVISORS, LLC
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
CRD#: 159359 / SEC#: 801-72913
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CGN ADVISORS, LLC
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
CRD#: 159359 / SEC#: 801-72913
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
512 Poyntz Ave Suite 120, Manhattan, KS 66502
Mailing Address
Phone number
(910) 333-6659
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,609 |
| AUM (Assets Under Management) | $ 1,261,550,096 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
