Jason Bernstein Houston Texas Bernstein Group Financial Advisor

The Bernstein Group at Morgan Keegan & Co. Inc.

Jason D. Bernstein, SVP and Jonathan I. Bernstein, CIMA®, VP

4400 Post Oak Parkway, Suite 2670
Houston, TX 77027
(713) 840-3613
FAX: (713) 297-0640
Jason.Bernstein @MorganKeegan.com

As a wealth management team, The Bernstein Group at Morgan Keegan & Co. Inc., has worked diligently over the years to build a family practice in the true sense of the word.  As brothers and colleagues, we apply our shared family values and solid work ethic to provide our clients with a high level of service and advice, focused on managing wealth to span generations. There is no greater success than having the wherewithal to ensure the increased level of education and success of each subsequent generation. These guiding principles give us what we feel is a true understanding of what is important to our clients.