Jonathan Ira Bernstein

Current Employers

Shelton Capital Management

1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-02-25
TX	RA	APPROVED	2026-02-18

CO RA
APPROVED

Since 2026-02-25
TX RA
APPROVED

Since 2026-02-18

Branch Locations

Katy, TX • United States

1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stringer Asset Management, Llc	Memphis	TN	02/2013	Present
Matrix Distributors, Llc	Kansas City	MO	03/2017	Present
Rfs Partners	Denver	CO	01/2026	Present

02/2013 → Present

Stringer Asset Management, Llc

Memphis, TN
03/2017 → Present

Matrix Distributors, Llc

Kansas City, MO
01/2026 → Present

Rfs Partners

Denver, CO

Previous Registrations

2013-03-04 → 2026-03-30

Stringer Asset Management, Llc

Katy, TX

Memphis, TN
2013-02-13 → 2013-02-28

Raymond James & Associates, Inc.

Houston, TX
2004-04-20 → 2013-02-13

Morgan Keegan & Company, Llc

Houston, TX

Houston, TX

Other Businesses

Jonathan Bernstein is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser located at 1125 17th St., Suite 2550 Denver, CO 80202.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-16
S65	Uniform Investment Adviser Law Examination	1995-09-29
S63	Uniform Securities Agent State Law Examination	1994-04-15

S66 Uniform Combined State Law Examination

2017-08-16
S65 Uniform Investment Adviser Law Examination

1995-09-29
S63 Uniform Securities Agent State Law Examination

1994-04-15

Other Names

Jon Bernstein

View on SEC IAPD