Equitable Advisors
45yrs
Top advisor by experience in Bala Cynwyd
12yrs
Jonathan Bernstein
Financial advisor at CGN Advisors
Based in Bala Cynwyd, Pennsylvania, Jonathan Bernstein is a fiduciary financial advisor with 12 years of industry experience. Jonathan joined CGN Advisors in 2023, after less than a year at Robert W. Baird & Co. and eight years at Hefren-Tillotson. Jonathan’s designations include CFA and CFP®.
One of 244 advisors with offices in Bala Cynwyd, and one of 225 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeBala Cynwyd, PA
FirmCGN Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.17 million
Advisors at the firm36
States licensed ?1 state
Services through CGN Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCGN Advisors, LLCCurrent firm
- Oct 2022 – Nov 2022Robert W. Baird & Co. IncorporatedPreviously
- 2015 – 2022Hefren-Tillotson, Inc.Previously
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?
- 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
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About Jonathan
How do I contact Jonathan?
Call CGN Advisors at (910) 333-6659 and ask for Jonathan Bernstein. Jonathan works from the Bala Cynwyd, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2015, about 12 years. 12 years in the industry.
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?
CGN Advisors 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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