Jeffrey J. Dunn-bernstein

PARADISE ADVISOR GROUP LLC

PORTLAND, OR

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CRD#: 6254121

Professional summary

Jeffrey Jackson Dunn-bernstein, AIF®, who also goes by Jeffrey Jackson Bernstein, is a registered financial advisor currently at PARADISE ADVISOR GROUP LLC located in Portland, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Jackson Bernstein

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.

1. Licensed insurance professional; not investment-related; same business address; less than 10% of business time. 2) ALQYMI, LLC; Not investment-related; Same business address; Software development company; Founder; Oversee product development; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Jackson Dunn-bernstein's 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 26, 2024 - Present

PARADISE ADVISOR GROUP LLC

RIA

CRD#: 332698

PORTLAND, OR

Past

September 22, 2015 - January 2, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

OREGON CITY, OR

Past

August 25, 2015 - December 31, 2024

LPL FINANCIAL LLC

CRD#: 6413

OREGON CITY, OR

Past

March 3, 2014 - July 1, 2015

EDWARD JONES

RIA

CRD#: 250

HILLSBORO, OR

Past

November 18, 2013 - July 1, 2015

EDWARD JONES

CRD#: 250

HILLSBORO, OR

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.

Highlighted states indicate IAR registrations

IAR

Oregon
(11/26/2024)

IAR

Washington
(8/14/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/7/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2013

General Securities Representative Examination

Current Firm

PARADISE ADVISOR GROUP LLC

LEGACY RESOURCE GROUP | QE WEALTH MANAGEMENT | PARAGON PLAN SERVICES | PARADISE ADVISOR GROUP LLC

CRD#: 332698 / SEC#:

Oregon

Registered Investment Advisory firm - (11/26/2024 Approved)

Washington

Registered Investment Advisory firm - (8/14/2025 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(786) 883-0835

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 5,633,151

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jeffrey J. Dunn-bernstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Jackson Dunn-bernstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARADISE ADVISOR GROUP LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2013

Current Firm

PARADISE ADVISOR GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARADISE ADVISOR GROUP LLC

TRUST BUT VERIFY

Contact information

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