Joseph Bernheimer (CRD# 2476042) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Metuchen, NJ and has over 30 years of experience in the finance industry. Joseph Bernheimer 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# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Metuchen, NJ | Sep 2023 - Current | < 1 |
| Independent Insurance Agent | Metuchen, NJ | Oct 2005 - Current | 18 |
| Jnde, LLC | Metuchen, NJ | Jan 2002 - Current | 22 |
| Joseph L. Bernheimer, Cfp | Metuchen, NJ | Mar 1993 - Current | 31 |
| Sagepoint Financial, Inc. | Metuchen, NJ | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- FL
- NJ
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
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- 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)
- Educational seminars/workshops
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