Jonathan Michael Bernstein
Investment adviser representative at Bakeravenue
16 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$5.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- BakeravenueApr 2024 to now
- Baker Avenue Asset Management, LPApr 2024 to now
- Charles Schwab & Co., Inc.Apr 2020 to Mar 2024
- Charles Schwab Bank, SsbApr 2020 to Mar 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2020
- Fidelity Brokerage Services LLCJul 2010 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, NJ, NY, TX).
Bakeravenue
Legal name: Baker Avenue Asset Management, LP
$5.1BAssets managed
1,024Clients
34Advisers
21 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
- 4517136
- Firm CRD
- 132657