John BerardCRD Number: 2231287
Current Firm: Stifel, Nicolaus & Company, Incorporated
John Berard (CRD# 2231287) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Chapel Hill, NC and has over 30 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Stifel Nicolaus & Co Inc.||Chapel Hill, NC||Jul 2020 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2020||5|
|Morgan Stanley Private Bank, N.a||New York, NY||Jan 2015 - Jul 2020||5|
|Morgan Stanley||Chapel Hill, NC||Jun 2009 - Jan 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1992|
|S65||NASAA Investment Advisors Law Examination||Mar 1993|
Total Assets Under Management132,551MILLIONS
Total Number of Accounts334,814ACCOUNTS
Average Account Value$395,894
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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