Jaqueline Bernal, financial advisor San Antonio TX

Jaqueline Bernal

CRD Number: 5995775
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jaqueline Bernal (CRD# 5995775) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 10 years of experience in the finance industry.

Similar Advisors
George Fisher, financial advisor San Antonio TX
George F. Fisher
CRD# 3266677
Boynton Financial LLC
Similar Advisors
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD# 2511275
S.b. Value Partners, LP
Similar Advisors
Carolyn Abshier, financial advisor San Antonio TX
Carolyn J. Abshier
CRD# 5324995
Lpl Financial LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Mar 2019 - Current 5
Bank Of America , N.a. San Diego, CA Mar 2019 - Current 5
Mml Investors Services, LLC Walnut Creek, CA Sep 2018 - Mar 2019 < 1
Massmutual Life Insurance Company Walnut Creek, CA Jul 2018 - Mar 2019 < 1
Axa Advisors, LLC New York, NY Oct 2017 - Jul 2018 < 1
San Diego Credit Union/lpl Sandiego, CA Aug 2015 - Sep 2017 2
Bank Of America, N.a. San Diego, CA Dec 2013 - Aug 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Nov 2013 - Aug 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jaqueline Bernal
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.