Jon-Eric Kronvall is a testifying expert witness with more than 35 years of experience in fiduciary governance, institutional banking, investment advisory, and securities regulation. As President of Esoteric Advisors, he provides courts, arbitration panels, and counsel with standards-based analysis and sworn work product — including expert reports, declarations, affidavits, depositions, and trial testimony — on behalf of both plaintiffs and defendants.
Mr. Kronvall’s concurrent role as President, CIO, and Chief Compliance Officer of Wealth Innovation, a registered investment adviser, keeps his expert opinions grounded in live 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.
Recent engagements reflect the breadth of his practice: a $15 million damages model with 5.5 hours of deposition testimony in a fiduciary breach dispute; a multi-decade offshore account reconstruction spanning Switzerland (Credit Suisse) and Andorra (Mora Banc); a sworn expert declaration filed and accepted into evidence within 48 hours of retention; and 12 hours of deposition testimony in a fiduciary governance and inducement matter. In Di Meglio v. Longo, the court’s written decision expressly cited and relied upon his testimony in ruling for the defendant.
Prior to founding Esoteric Advisors in 2017, Mr. Kronvall spent 26 years at Wells Fargo Bank, where he served as District Manager overseeing approximately 1,000 employees across a multi-office region, and later as Senior Private Banker and Team Leader in the Montecito Wealth office. His leadership spanned retail, business, private banking, compliance, lending, and human resources through periods including the 2008 financial crisis — providing direct institutional knowledge that informs his analysis of banking governance, employment, and control-failure disputes.
Credentials & Licenses
● Certified Fraud Examiner (CFE) — Association of Certified Fraud Examiners; Board Member, Central Coast Chapter
● Certified Trust & Fiduciary Advisor (CTFA) — American Bankers Association
● FINRA Series 7TO (under FINRA MQP) and Series 66
● California Real Estate License
● California Health, Life, and Disability Licenses
● Voting Member, Securities Experts Roundtable
Available nationwide · esotericadvisors.com · 805.886.6126
SER Voting Member
