Jeanne Bernardin (CRD# 2206758) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 14 years of experience in the finance industry. Jeanne Bernardin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modera Wealth Management, LLC | Westwood, NJ | Sep 2021 - Current | 2 |
| Meridian Financial Advisors | Holliston, MA | Feb 2015 - Aug 2021 | 6 |
| Feildstone Financial | Mansfield, MA | Jun 2014 - Feb 2015 | < 1 |
| Ameriprise Financial Services, Inc. | Hopkinton, MA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- MA
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Total Assets Under Management12,532MILLIONS
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Total Number of Accounts18,992ACCOUNTS
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Average Account Value$659,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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