James Bernstein (CRD# 1673790) is an Investment Advisor Representative working at Qex Asset Management LLC in Bayville, NJ and has 1 year of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6728845
Ades Wealth Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Trade Securities | Robbinsville, NJ | May 2011 - Current | 13 |
| Windsor Financial Research, LLC | Robbinsville, NJ | May 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NJ
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NJ
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