Bernard, James A.
Bernard, James A. (CRD# 123251) is a financial advisory firm headquartered in , . They manage $16,709,313 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bernard, James A.
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts22ACCOUNTS
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Average Account Value$759,514
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Bernard, James A.
1
James Bernard (CRD# 5417837) is an Investment Advisor Representative working at Bernard, James A. in Valparaiso, IN and has 1 year of experience in the finance industry.
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