BACKGROUND & PLANNING FOCUS
Get to know Jonathan.
Jonathan Bernstein leads Wealthspire’s Red Bank team and advises entrepreneurs, executives and people approaching or living in retirement. His work spans investments, insurance, taxes and estate planning. Drawing on accounting experience and a prior leadership role at RoundAngle Advisors, he also supports clients with complex IRA planning.
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
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