Bernard Sweeney, financial advisor Fargo ND

Bernard Sweeney

CRD Number: 7078037
Current Firm: Edward Jones

Bernard Sweeney (CRD# 7078037) is an Investment Advisor Representative working at Edward Jones in Fargo, ND and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2019 - Current 3
Hot Spring Spas & Pool Tables 2 West Fargo, ND Jun 2014 - Mar 2019 4
Student Fargo, ND Aug 2013 - Jun 2014 < 1
Kroshus Landscaping 5518 S/ 51st Ave Fargo, ND May 2012 - Aug 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Bernard J. Sweeney
Phone Number: 314-515-2000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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