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Jonathan Evan Bernstein

ROUNDANGLE ADVISORS LLC·RED BANK, New Jersey
Unclaimed Profile
1 HARDING ROAD, RED BANK, NJ 07701CRD# 4445025Firm CRD# 282178
01

About

Jonathan Evan Bernstein is a registered financial advisor based in RED BANK, New Jersey, affiliated with ROUNDANGLE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROUNDANGLE ADVISORS LLC
ROUNDANGLE ADVISORS LLC
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ROUNDANGLE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 4445025
Firm CRD# 282178
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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