Jeffrey Irish (CRD# 2228055) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bernardi Asset Management, LLC | Northfield, IL | Aug 2007 - Current | 16 |
| Bernardi Securities, Inc. | Northfield, IL | Mar 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
- IL
-
Total Assets Under Management348MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$2,386,898
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, LA, TX, WI
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