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 35+ years in banking, private wealth, trust, and investment advisory practice. He provides expert reports, declarations, affidavits, deposition, and trial testimony in state and federal court and FINRA arbitration, retained by both claimants and respondents. As an active principal of a registered investment adviser, his opinions reflect current industry practice, not 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.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.