Specialized Knowledge. Clear Opinions.
Expert Witness in Fiduciary, Trust, Securities & Banking Disputes
Jon-Eric Kronvall, CTFA, CFE · Montecito, California
Jon-Eric Kronvall, CTFA, CFE · Montecito, California
Jon-Eric Kronvall, CTFA, CFE, is a testifying expert with nearly 40 years in banking, private wealth, trust, and investment advisory practice. He provides expert reports, declarations, affidavits, and deposition and trial testimony in state and federal courts and in FINRA and AAA arbitrations. He is retained by both sides and has also served as a court-appointed neutral expert. As an active principal of a registered investment adviser, he grounds his opinions in current industry practice rather than hindsight.
Fiduciary standards of care, trustee and executor conduct, contested administration, beneficiary disputes, self-dealing, and conflicts of interest, including forensic reconstruction of incomplete records.
Trustee Conduct · Self-Dealing · Fiduciary Breach · Prudent Investor · CTFA
Investment adviser fiduciary duty, conflict disclosure, and the standard of care for dual-registered firms. Named as expert in FINRA arbitration and state and federal court involving complex products, suitability, and supervision failures.
Regulation BI · Suitability · Supervision · Complex Products · FINRA
26+ years of senior national bank leadership across retail and business banking, mortgage lending, private banking, underwriting, and wealth services for high-net-worth clients.
Lending Standards · Private Banking · Internal Controls · Governance · Defalcation
Disputes involving illiquid or deliberately complex holdings: private equity, hedge funds, 1031 exchanges, DSTs, captive insurance, offshore structures, and digital assets.
Private Equity · DSTs & 1031 · Offshore Structures · Cryptocurrency · Multi-Currency
Esoteric Advisors is not a law firm and does not provide tax or legal advice. It is recommended that tax and legal advice be sought from a qualified professional.
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