Jason Bernard-BuehrleCRD Number: 5493792
Current Firm: Bmo Harris Financial Advisors, Inc.
Jason Bernard-Buehrle (CRD# 5493792) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Madison, WI and has over 9 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Bmo Harris Financial Advisors, Inc.||Madison, WI||Nov 2014 - Current||3|
|Lpl||Lacrosse, WI||Feb 2013 - Nov 2014||1|
|Edward Jones||St Louis, MO||Feb 2008 - Feb 2013||5|
|Dream Systems||Lacrosse, WI||Sep 2006 - Jan 2008||1|
|Sound World||Onalaska, WI||Aug 1992 - Sep 2006||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
- Financial Issue
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV