Journey Advisory Group
44yrs
Top advisor by experience in Covington
3yrs
Jonathon Berner
Financial advisor at Strategic Advisers
Jonathon Berner has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Covington, Kentucky. Jonathon joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 646 advisors with offices in Covington, and one of 629 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office100 Howe Drive, Covington, KY 41015
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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
- Nov 2025 – nowStrategic Advisers LLCCurrent firm
Contact Jonathon
(617) 563-7000Firm headquarters in Boston, MA. Ask for Jonathon. 100 Howe DriveCovington, KY 41015Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathon
Tailored to Jonathon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonathon
How do I contact Jonathon?
Call Strategic Advisers at (617) 563-7000 and ask for Jonathon Berner. Jonathon works from the Covington, KY office.
How long has Jonathon been a financial advisor?
Jonathon has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jonathon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathon a fiduciary?
Jonathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathon paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathon 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.
Other advisors nearby
Legacy Financial Advisors
42yrs
Top advisor by experience at Legacy Financial Advisors
Raymond James & Associates
41yrs
Top 1% by experience in Covington
Strategic Advisers
39yrs
Top 1% by experience at Strategic Advisers
Commonwealth Financial Network
38yrs
Top 1% by experience in Covington
Strategic Advisers
38yrs
Top 1% by experience at Strategic Advisers