Unclaimed Profile

Jonathan Evan Bernstein

ROUNDANGLE ADVISORS LLC·RED BANK, New Jersey

SIE, Series 7, Series 66, Series 99TOCFPPFSClean record23 years registeredROUNDANGLE ADVISORS LLC

1 HARDING ROAD, RED BANK, NJ 07701CRD# 4445025Firm CRD# 282178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Evan Bernstein · RED BANK, NJ

Registration

CRD #4445025 · ROUNDANGLE ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

May 2026 – present

FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC

Apr 2017 – Mar 2019

RED BANK, NJ

ROUNDANGLE ADVISORS LLC

Apr 2016 – May 2026

RED BANK, NJ

ROUNDANGLE ADVISORS LLC

Nov 2015 – Apr 2016

Redbank, NJ

CETERA ADVISORS LLC

Apr 2004 – Nov 2015

RED BANK, NJ

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jun 2003 – Apr 2004

HIGHLAND PARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · June 2, 2003

Years registered · 23

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROUNDANGLE ADVISORS LLC

CRD 282178 · SEC 801-107449

AUM

$155M

Regulatory assets under management

Employees

398 client accounts

Services offered by ROUNDANGLE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROUNDANGLE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Evan Bernstein offer?

Jonathan Evan Bernstein specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Jonathan Evan Bernstein's credentials?

Jonathan Evan Bernstein holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Evan Bernstein located?

Jonathan Evan Bernstein is based in RED BANK, New Jersey, working with ROUNDANGLE ADVISORS LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Jonathan Evan Bernstein charge for services?

Jonathan Evan Bernstein's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUNDANGLE ADVISORS LLC?

ROUNDANGLE ADVISORS LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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