Berthel Fisher & Company Financial Services
40yrs
Top advisor by experience in Edwards
32yrs
Jonathan Berstein
Financial advisor at Wells Fargo Advisors
Jonathan Berstein has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Edwards, Colorado. Jonathan has been with Wells Fargo Advisors since 2023; before that, Jonathan spent five years at Banc of America Investment Services and six years at Morgan Stanley DW. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 16 advisors with offices in Edwards, and one of 15 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 9% by experience in Colorado
OfficeEdwards, CO
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2009 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2009Banc of America Investment Services, Inc.Previously
- 1998 – 2003Morgan Stanley DW Inc.Previously
Contact Jonathan
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jonathan. Edwards, COOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jonathan Berstein. Jonathan works from the Edwards, CO office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1994, about 32 years. Top 9% by experience in Colorado.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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