Complex Assets Expert Witnesses
Complex assets expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on complex assets. The complex assets expert witness listings on this page are typically from fields/areas of expertise such as: Securities & Investments and Trusts & Estates.
View Full Profile
JON-ERIC KRONVALL
Fiduciary, Trust/Estate & RIA Broker-Dealer Expert
Esoteric Advisors
San Luis Obispo, California
Trusts & Estates, Securities & Investments
-
Trust & Estate Litigation, Trust Disputes, Trustee Executor Conduct, Fiduciary Breach, RIA Broker-Dealer, FINRA SEC, Banking, Corporate Trustee, Compliance, Cryptocurrency, Private Equity, Closely Held, Structured Products, Complex Assets, Securities, Offshore, Complex Insurance, Employment Disputes, DST Real Estate, Lending
Jon-Eric Kronvall is a testifying expert witness with more than 35 years of experience in fiduciary governance, retail, business, and private banking, investment advisory, and securities regulation. As President of Esoteric Advisors, he delivers expert reports, declarations, affidavits, depositions, and trial testimony to courts, arbitration panels, and counsel on behalf of both plaintiffs and defendants.
Mr. Kronvall's concurrent role as President, Chief Investment Officer, and Chief Compliance Officer of Wealth Innovation, a Registered Investment Adviser firm, keeps his expert opinions grounded in current market conditions. He is actively managing portfolios for high-net-worth clients using the same products, regulatory standards, and fiduciary frameworks he analyzes in litigation — informed by current practice rather than retrospective analysis. Esoteric Advisors and Wealth Innovation operate as independent practices with no shared clients, referrals, or overlapping engagements,...
