Bernard & Johnson, LLC

Bernard & Johnson, LLC (CRD# 283871) is a financial advisory firm headquartered in Pasadena, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bernard & Johnson, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael L. Bernard
CRD#: 2410469
201 S. Lake Avenue, Suite 703, Pasadena, CA 91101
96
Wealthminder
score

Michael Bernard (CRD# 2410469) is an Investment Advisor Representative working at Bernard & Johnson, LLC in Pasadena, CA and has over 23 years of experience in the finance industry. Michael Bernard 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.

2
Rachael M. Johnson
CRD#: 4343749
201 S. Lake Avenue, Suite 703, Pasadena, CA 91101
93
Wealthminder
score

Rachael Johnson (CRD# 4343749) is an Investment Advisor Representative working at Bernard & Johnson, LLC in Pasadena, CA and has over 15 years of experience in the finance industry.

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