Bernard & Johnson Family Wealth Management

Bernard & Johnson Family Wealth Management (CRD# 283871) is a financial advisory firm headquartered in Pasadena, CA. They manage $85,500,268 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $388,638
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
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Bernard & Johnson Family Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Michael L. Bernard
CRD#: 2410469
201 S. Lake Avenue, Suite 502, Pasadena, CA 91101

Michael Bernard (CRD# 2410469) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 30 years of experience in the finance industry.

2
Rachael M. Johnson
CRD#: 4343749
201 S. Lake Avenue, Suite 502, Pasadena, CA 91101

Rachael Johnson (CRD# 4343749) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 23 years of experience in the finance industry.

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