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Jeffrey Emmanuel Bernardo

AUGUSTINE ASSET MANAGEMENT INC·JACKSONVILLE, Florida
Series 3, Series 7, Series 63Clean record21 years registeredAUGUSTINE ASSET MANAGEMENT INC
1551 ATLANTIC BLVD, JACKSONVILLE, FL 32207-3369CRD# 2402915Firm CRD# 105801

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Emmanuel Bernardo · JACKSONVILLE, FL
Registration
CRD #2402915 · AUGUSTINE ASSET MANAGEMENT INC · 21 years registered
Brand Profile
Not yet started
01

Career History

AUGUSTINE ASSET MANAGEMENT INC
Jun 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Registration record
First registered · June 29, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AUGUSTINE ASSET MANAGEMENT INC
CRD 105801 · SEC 801-23187
AUM
$477M
Regulatory assets under management
Employees
7
408 client accounts
Services offered by AUGUSTINE ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AUGUSTINE ASSET MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Jeffrey Emmanuel Bernardo offer?
Jeffrey Emmanuel Bernardo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Jeffrey Emmanuel Bernardo's credentials?
Jeffrey Emmanuel Bernardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Emmanuel Bernardo located?
Jeffrey Emmanuel Bernardo is based in JACKSONVILLE, Florida, working with AUGUSTINE ASSET MANAGEMENT INC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Jeffrey Emmanuel Bernardo charge for services?
Jeffrey Emmanuel Bernardo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AUGUSTINE ASSET MANAGEMENT INC?
AUGUSTINE ASSET MANAGEMENT INC has approximately 7 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AUGUSTINE ASSET MANAGEMENT INC

Frederick Max Blum
JACKSONVILLE, FL
Neil Joseph Sullivan
JACKSONVILLE, FL
Gregory Michael Estes
JACKSONVILLE, FL

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Research
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