Jonathan Bernstein
Wealth Advisory, Managing Director, BakerAvenue
- Role
- Wealth Advisory, Managing Director at Bakeravenue Wealth Management
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisory, Managing Director
Apr 2024 — Present · Southlake, TX, US
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples.As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values.Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach.
Education
Boston University
LLM in Taxation (Estate Planning Concentration)
2018
Miami University
Bachelor of Science (B.S.), Finance
1997 — 2001
The Ohio State University Moritz College of Law
J.D., Law
2003 — 2006
Skills
- Securities
- Legal Research
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