Bernie Mohar (CRD# 7677993) is an Investment Advisor Representative working at Edward Jones in Willowbrook, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jan 2023 - Current | 1 |
Celebrity Home Loans | Oak Brook, IL | Jan 2021 - Dec 2022 | 1 |
Leaderone Financial | Chicago, IL | May 2020 - Jan 2021 | < 1 |
Midwest Equity Mortgage (celebrity Homes Loans) | Oak Brook, IL | Mar 2019 - Jun 2020 | 1 |
Inland Bank Mortgage | Oak Brook, IL | Jun 2018 - Feb 2019 | < 1 |
Midwest Equity Mortgage (celebrity Home Loans) | Oak Brook, IL | Dec 2014 - Jun 2018 | 3 |
Illinois State University | Normal, IL | Aug 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- IL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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