Cetera Investment Advisers
39yrs
Top advisor by experience in Fullerton
23yrs
Jonathan Berman
Full name on record: Jonathan David Berman
Financial advisor at Irontree Wealth Management
Jonathan Berman is a fiduciary financial advisor in Fullerton, California, with 23 years in the industry. Jonathan joined Irontree Wealth Management in 2018, after three years at Avantax Advisory Services and two years at Foresters Equity Services. Jonathan holds the CFP® designation.
One of 92 advisors with offices in Fullerton, and one of 73 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office613 E. Chapman Ave, Fullerton, CA 92831
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$350,000
States licensed ?1 state
Services through Irontree Wealth Management
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowIrontree Wealth Management, Inc.Current firm
- 2013 – 2016Avantax Advisory ServicesPreviously
- Dec 2010 – Aug 2012Foresters Equity Services, Inc.Previously
- 2004 – 2009Osaic Fa, Inc.Previously
Contact Jonathan
(949) 346-4820Irontree Wealth Management main office 613 E. Chapman AveFullerton, CA 92831Office · Get directions Firm websitewww.irontreewealth.com
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
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About Jonathan
How do I contact Jonathan?
Call Irontree Wealth Management at (949) 346-4820 and ask for Jonathan Berman. Jonathan works from the Fullerton, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Jonathan hold?
Series 66. 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?
Irontree Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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