Jonathan Phillip Bednar
Investment adviser representative at Corevision Financial Group
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Corevision Financial GroupMar 2026 to now
- Cvfg LLC dba Paradigm Wealth PartnersMar 2026 to now
- LPL Financial LLCNov 2009 to now
- Independent Advisor Alliance, LLCMay 2016 to Mar 2026
- Paradigm Wealth PartnersJan 2010 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Corevision Financial Group
Legal name: Cvfg LLC
$1.2BAssets managed
1,310Clients
10Advisers
3 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
- 5692419
- Firm CRD
- 325310