Jonathan Bernstein is a CFA, CFP-designated registered investment advisor at Cgn Advisors, LLC, based in Bala Cynwyd, PA, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,321 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGN Advisors offers investment supervisory services where they manage your investments. The fees vary and do not exceed 1.00% annually, based on the value of your portfolio. The exact fee schedule will be detailed in your advisory agreement. Fees are negotiable based on the complexity of the services and the advisor assigned to your account. Fees are billed monthly or quarterly, in arrears.
Contact
Jonathan Bernstein
Location
Bala Cynwyd, PA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is an author and may offer related advice or products to clients, which could present a conflict of interest. He is also a board member of Kohelet School and a finance committee member of Joseph Slifka Center for Jewish Life at Yale, dedicating minimal time to each.
Employment History
Current Registrations
Cgn Advisors, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
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.
Exams
Additional Information
I am a graduate of Yale College and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2009. I became a CFA charterholder in 2013. My prior role was as Director of Research for Hefren-Tillotson, one of the largest investment advisory and financial planning firms in Pennsylvania, where I led the firm's investment and research process for over $18 billion of assets and 13,000 clients.