Jonathan P. Bednar

COREVISION FINANCIAL GROUP

CHATTANOOGA, TN 37405

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CRD#: 5692419

Professional summary

Jonathan Phillip Bednar II, CFP®, who also goes by Jonathan Phillip Bednar, is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Chattanooga, Tennessee and LPL FINANCIAL LLC located in Chattanooga, Tennessee.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jonathan has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Phillip Bednar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Phillip Bednar II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

March 4, 2026 - Present

COREVISION FINANCIAL GROUP

Office #1: 252 Signal Mountain Road A, Chattanooga, TN 37405

RIA

CRD#: 325310

CHATTANOOGA, TN

Current

November 20, 2009 - Present

LPL FINANCIAL LLC

Office #1: 252 Signal Mt Road, Suite A, Chattanooga, TN 37405Office #2: 2099 Thunderhead Rd Ste 201, Knoxville, TN 37922-9489

RIA

CRD#: 6413

Chattanooga, TN

Past

May 2, 2016 - March 4, 2026

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Knoxville, TN

Past

September 25, 2014 - December 23, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALTMORE, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/23/2012)

Arkansas
(7/28/2010)

California
(1/6/2014)

Florida
(9/27/2021)

Georgia
(6/18/2015)

Hawaii
(9/27/2021)

Kentucky
(3/13/2019)

Louisiana
(2/24/2022)

Michigan
(1/29/2013)

Missouri
(10/5/2012)

New Jersey
(11/15/2024)

North Carolina
(6/14/2012)

Pennsylvania
(9/27/2021)

Tennessee
(1/25/2010)

IAR

Tennessee
(3/4/2026)

Texas
(2/11/2025)

Virginia
(7/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/23/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2009

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

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Contact information

Main Address

2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Mailing Address

Phone number

(317) 398-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREVISION DISCLOSURE BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	1,082
AUM (Assets Under Management)	$ 352,323,031

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathan P. Bednar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Phillip Bednar II's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

COREVISION FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2014

Series 63

Date: 1/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2009

FINRA

Current Firm

COREVISION FINANCIAL GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREVISION FINANCIAL GROUP

TRUST BUT VERIFY

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