Jorey Bernstein
Jorey Bernstein PWM
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Jorey Bernstein Private Wealth Management
Jorey Bernstein
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Advisor
Newport Beach, CA
Serving Clients Nationwide
Jorey Bernstein PWM
Areas of Focus
- Alternative Investments
- Capital Gains
- Choosing a Financial Advisor
- Cryptocurrency
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Inherited Wealth
- Insurance
- International and Cross-border Planning
- Investing
- Investment Management
- Money Psychology
- Owning a Business
- Prioritizing Money
- Real Estate Investing
- Retirement Planning
About Me
Jorey Bernstein is a highly accomplished financial advisor and philanthropist. He founded Jorey Bernstein Private Wealth Management, which provides comprehensive wealth management services to high-net-worth individuals and families.Jorey also created the Bernstein Philanthropies, which provides support to nonprofit organizations working in the areas of education, healthcare, and human services. He is also doing extensive research in renewable energy and ai and its applications.
In addition to his work in finance and energy, Jorey is also an avid investor in technology companies. He has studied at HarvardX Fintech, MITx Blockchain Tech, and AI. Jorey studied economics at Johns Hopkins University. He is an ardent supporter of the Special Olympics and has hosted several events for the organization over the years.
Professional Designations
- Certified Personal Retirement Specialist (CPRS)
- International Mergers & Acquisitions (IM&A)
- Personal Financial Specialist (PFS)
Affiliations
- Financial Services Institute
Primary Location
660 Newport Center Drive suite 470, Newport Beach, CA 92660, USA
Additional Locations
📍
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Review goals and objectives along with current asset allocationOffers Investment Management
Yes
About our Firm
Jorey Bernstein Private Wealth Management offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Bernstein Investment Consultants is one of the nation’s preeminent investment advisors.Whether you are a veteran of success or are just starting to manage your portfolio, Jorey Bernstein Private Wealth Management can help you achieve your goals and surpass them in time.
We Offer Personalized Plans to Match Your Needs.
One-size fits all policies are best left to vacation bike helmets. At Jorey Bernstein Private Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
✅ INSURANCE SERVICES: A good defense is the best offense. Let Jorey Bernstein Private Wealth Management surround you and your family with leading insurance policies.
✅ WEALTH STRATEGIES: Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
✅EMPLOYEE BENEFIT PROGRAM: Managing your company’s 401k program can seem complicated, but Jorey Bernstein Private Wealth Management will make it easy. Our time-tested benefit strategies will leave your employees in good standing.
Education
The Johns Hopkins University , HarvardX, MITx
Volunteer Experience
Jorey created the Bernstein Foundation, supporting nonprofit organizations in education, healthcare, and sustainable energy projects. In addition to his work in finance and energy, Jorey is also an avid investor in technology companies. He has studied at Johns Hopkins, HarvardX Fintech, MITx Blockchain Tech, and ai. He is an ardent supporter of the Special Olympics and has hosted several events for the organization over the years.
Awards and Honors
- Five Star Wealth Manager Los Angeles Magazine Multi Year Winner
- American Mensa
Badges
Hobbies and Interests
- Animal Rescue
- Basketball
- Beach
- Boating
- Cars
- Collecting
- Computer
- Eating Out
- Entertaining
- Exercising
- Football
- Golf
- Working Out
- Yoga
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Airline Pilots
- Artists
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Expats
- Financial Independence Retire Early (FIRE)
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Parents
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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Write a Review
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Top wealth manager
✅ Wealthtender Certified Advisor Review™
May 22, 2023
I have known Jorey Bernstein since our first week at The Johns Hopkins University, and entrusted him to be my financial advisor from the day I started my practice as an orthopedic surgeon in New York City. For nearly a quarter of a century, he has consistently provided me with expert guidance and advice, skillfully navigating my investment portfolio through market fluctuations and challenges. His tailored approach includes taking extensive time to truly understand my financial objectives and risk tolerances in order to craft the best investment strategies to achieve my goals. His unrelenting attention to detail and incredible results year after year despite intermittent market turndowns have instilled in me the utmost confidence in his decision-making process that I always feel secure about my family’s well-being, now and for many years to come. He communicates with me in a way that I truly understand, always with full transparency, and is always available. I highly recommend Jorey's wealth management services to anyone seeking a trusted advisor who will truly listen to them, understand their needs, and give them the best opportunity to obtain the kind of results for which most of us are seeking, culminating in the knowledge that their financial future will always be secure.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jorey Bernstein
✅ Wealthtender Certified Advisor Review™
May 15, 2023
I've been working with Jorey Bernstein for over 20 years now, and I couldn't be happier with his wealth management services. He has expertly managed my family's portfolio, providing us with sound financial advice and helping us navigate through the ups and downs of the market. His personalized approach and attention to detail have given us peace of mind, knowing that our financial future is in good hands. I highly recommend Jorey and his team to anyone looking for a trusted advisor to guide them towards their financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jorey Bernstein
✅ Wealthtender Certified Advisor Review™
May 3, 2023
I met Jorey Bernstein when I was a junior at Johns Hopkins university and he was a freshman. We became acquaintances and then friends and I knew him to be probably the only person at the entire university who worked as hard and as feverishly as I did. I did not know what his career choice would be at the time, but I made a mental note to myself that he would definitely be successful at whatever he did.
I graduated in 1985 and lost touch with him until Facebook came along, and we reconnected immediately. My Intuition was exactly correct. He was one of the youngest vice presidents at Morgan Stanley Smith Barney working in Beverly Hills. I became a urologist, and was only a little bit into my practice when we reconnected so I didn't have enough money to invest with Jorey, but he saw my potential and took our friendship into account and brought me out to Beverly Hills for a financial meeting.
It was the best decision I ever made. He has successfully managed my money for over 20 years. He is reachable by text within five minutes, which is unusual, because I'm on the East Coast and he's on the West Coast. I think the man literally never sleeps.
One of the things that makes him very unique is that I've had wealth managers before. They don't want my input or my opinion. They have a formula that works for them and it is what it is. Jorey not only had a unique ability to explain all his thinking, but literally entertained any business or stock idea that I had with his own research to either tell me that it was worth a shot, or to explain why it was not. I have never been treated like this by any of my four previous managers.
Other than having an extremely valuable, and very close friend, I can safely say that the reason that I am financially secure today with my minimum business knowledge is Jorey Bernstein. I give him my highest recommendation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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