Jason Bernard-Buehrle, financial advisor Madison WI
81 score

Jason Bernard-Buehrle

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Madison, WI Nov 2014 - Current 2
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
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jason A. Bernard-Buehrle
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
81

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