Jonathan Evan Bernstein
Investment adviser representative at Wealthspire Advisors
19 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$34.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wealthspire AdvisorsMay 2026 to now
- Wealthspire Advisors (previously Roundangle Advisors LLC)Oct 2015 to now
- Purshe Kaplan Sterling InvestmentsNov 2015 to Jan 2026
- Bernstein & Bernstein Cpa's LLPJan 2007 to Jan 2026
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4445025
- Firm CRD
- 106181