Jonathan Phillip Bednar

Employer firm

Corevision Financial Group CRD 325310

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Lpl Financial Llc
  Knoxville, TN
• 05/2016 → 03/2026
  Independent Advisor Alliance, Llc
  Knoxville, TN
• 03/2026 → Present
  Cvfg Llc Dba Paradigm Wealth Partners
  Chattanooga, TN
• 01/2010 → 02/2026
  Paradigm Wealth Partners
  Knoxville, TN

Previous Registrations

• 2016-05-02 → 2026-03-04
  Independent Advisor Alliance, Llc
  Knoxville, TN
  Knoxville, TN

Other Businesses

1) Mr. Bednar is dually registered with LPL Financial, LLC ("LPL Financial") and CVFG LLC ("coreVISION Financial Group"). Mr. Bednar has served as an investment advisor representative for coreVISION Financial Group and as a registered representative for LPL Financial since February 2026. Business is conducted from Chattanooga, TN, 37405. Approximately 10% of Mr. Bednar's time is for services as a registered representative. 2) Licensed insurance agent; Not investment-related; Chattanooga, TN, 37405; Insurance sales; Implementation of insurance recommendations; 1 hour per month, 0 during trading hours; Licensed insurance agent 3) B & B Property LLC; Not investment-related; Knoxville, TN. 37922; Commercial real estate; Partner; 8/3/2023; 2 hours per month; 0 during trading hours; Owner and Property Manager 4) Investment & Retirement Services Group; Not investment-related; Knoxville, TN. 37922; Holding company; Partner / CEO 1/28/2016; 5 hours per month; 0 during trading hours; Serves as the CEO 5) Sole Proprietorship; Not investment-related; Knoxville, TN. 37922; Rental Property; Owner; 10/28/2016; 1 hour per month; 0 during trading hours; Owner 6) What The Wealth; Investment related; Knoxville, TN. 37922; Published books on personal finance; Author; 1/6/2020; 1 hour per month; 0 during trading hours; Writer

Exams

• S66 Uniform Combined State Law Examination
  2014-09-22
• S63 Uniform Securities Agent State Law Examination
  2010-01-23

Designations

• Certified Financial Planner

Other Names

• Jonathan Phillip Bednar