Jonathan Bernstein is a registered investment advisor, based in Katy, TX, with 30 years of industry experience.
Location
Katy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is the Vice President/Director of Sales and Marketing at Stringer Asset Management, a registered investment advisor, since 2013. He dedicates about a quarter of his time to this activity, with most of that time occurring during trading hours.
Employment History
Current Registrations
Rfs PartnersBroker
Shelton Capital Management
Rfs Partners
Stringer Asset Management, LLC
Previous Registrations
Matrix 360 Distributors, LLCBroker
Matrix Capital Group, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
Prudential Securities IncorporatedBroker
Commonwealth AssociatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.