J.P. Morgan Securities LLC
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About this Advisor
Daniel Bernier is an advisor located in New York, New York. Currently a registered investment advisor at J.P. Morgan Securities LLC, Bernier has 11 years of practice in the financial advisory industry. Bernier maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Bernier is registered to advise investors in Ohio. Bernier has gained experience at J.P. Morgan Securities LLC, Fidelity Investments and Chase Investment Services Corp. J.P. Morgan Securities LLC is headquartered in New York, New York, and has 5,365 additional offices in the United States. As a company, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 client accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Bernier Work History
Daniel has 11 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Daniel Bernier has no disclosures.
Please visit their SEC profile for more details.