Claim Profile
JB

Jeffrey Emmanuel Bernardo

AUGUSTINE ASSET MANAGEMENT INC·JACKSONVILLE, Florida
Unclaimed Profile
1551 ATLANTIC BLVD, JACKSONVILLE, FL 32207-3369CRD# 2402915Firm CRD# 105801
01

About

Jeffrey Emmanuel Bernardo is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with AUGUSTINE ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AUGUSTINE ASSET MANAGEMENT INC
AUGUSTINE ASSET MANAGEMENT INC
AUM
$477M
Regulatory assets under management
Employees
7
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2402915
Firm CRD# 105801
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty