Jonathan Phillip Bednar Ii
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Phillip Bednar
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC
Contact Information
Main Address
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176Phone Number
(317) 398-8200# of Employees
11SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,851AUM (Assets Under Management)
$1,154,353,259Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC
State Registrations and Notice Filings
(5/23/2012)
(7/28/2010)
(1/6/2014)
(9/27/2021)
(6/18/2015)
(9/27/2021)
(3/13/2019)
(2/24/2022)
(1/29/2013)
(10/5/2012)
(11/15/2024)
(6/14/2012)
(9/27/2021)
(1/25/2010)
(3/4/2026)
(2/11/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Phillip Bednar II's CRS (Customer Relationship Summary).
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