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Jon-Eric Kronvall

President and Expert Witness

San Luis Obispo, CA35+ years+ years experience
Fiduciary Governance, Trust and Estate Disputes, and Financial Services Expert Witness

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Professional Summary

Jon-Eric Kronvall, Certified Trust and Fiduciary Advisor (CTFA), Certified Fraud Examiner (CFE) is a fiduciary governance expert specializing in trust and estate disputes. With a career encompassing fiduciary standards, securities regulation, and complex financial structures, he brings a multifaceted perspective to litigation work. His work centers on investigating fiduciary breaches, assessing compliance with investment advisory standards, and evaluating whether banking practices align with regulatory obligations.

Mr. Kronvall has been retained in numerous expert witness and consulting engagements across the United States, involving contested trust and estate matters, securities regulation, and complex financial structures. His B.A. in Political Science from California State Polytechnic University, Humboldt, along with certifications such as Certified Trust and Fiduciary Advisor (CTFA) and Certified Fraud Examiner (CFE), reinforce his ability to deliver objective, defensible analyses. He is regularly engaged by both plaintiff and defense counsel to provide clear, independent determinations of fiduciary responsibility in disputes involving trust and estate management, investment advisory practices, and banking operations.

Work Experience

Jon-Eric Kronvall has over 36 years of experience in the financial industry. He is currently the President and Expert Witness at Esoteric Advisors and also serves as President, Chief Investment Officer, and Chief Compliance Officer at Wealth Innovation since 2017. Previously, he held various leadership roles at Wells Fargo Bank from 1991 to 2017 and at Santa Barbara Federal from 1987 to 1991.

Expert Intelligence

AI-Generated AnalysisBased on public information

Best Descriptor

Jon-Eric Kronvall specializes in financial investigations and fiduciary governance in contested trust and estate matters.

Best Use Cases

  • 1expert testimony in trust and estate litigation
  • 2financial reconstruction for contested matters
  • 3fiduciary breach analysis

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Education

  • Graduate in Finance and Banking

    Pacific Coast Banking School

  • B.A. in Political Science

    California State Polytechnic University, Humboldt

Licenses

  • FINRA Series 7 (now Series 7TO under FINRA MQP)FINRA
  • Series 66FINRA
  • California Real Estate LicenseCalifornia (CA)
  • California Health, Life, and Disability LicensesCalifornia (CA)
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