Jonathan Bernstein

Current Employers

Employment History

• 07/2013 → 10/2022
  Hefren-Tillotson
  Pittsburgh, PA
• 10/2022 → 03/2023
  Robert W. Baird & Co. Incorporated
  Pittsburgh, PA
• 04/2023 → Present
  Bernstein Planning And Investment Management
  Bala Cynwyd, PA
• 04/2023 → Present
  Cgn Advisors, Llc
  Bala Cynwyd, PA

Previous Registrations

• 2022-10-21 → 2022-11-09
  Robert W. Baird & Co. Incorporated
  Pittsburgh, PA
• 2015-03-26 → 2022-10-21
  Hefren-Tillotson, Inc.
  Pittsburgh, PA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-26

Designations