Jaqueline BernalCRD Number: 5995775
Current Firm: Axa Advisors, LLC
Jaqueline Bernal (CRD# 5995775) is an Investment Advisor Representative working at Axa Advisors, LLC in San Diego, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Axa Advisors, LLC||New York, NY||Oct 2017 - Current||< 1|
|Lpl||Chula Vista, CA||Aug 2015 - Sep 2017||2|
|San Diego Credit Union||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|
|Clinton Cooper||La Jolla, CA||Jul 2012 - Oct 2013||1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jul 2012 - Oct 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||El Paso, TX||Oct 2011 - Jul 2012||< 1|
|El Paso Institute Of Eye Surgery||El Paso, TX||Apr 2009 - Oct 2011||2|
|Univ. Of Texas/el Paso||El Paso, TX||Aug 2003 - Aug 2011||8|
|City Of El Paso||El Paso, TX||Oct 2009 - Jun 2010||< 1|
|Tag International||El Paso, TX||May 2009 - Jun 2009||< 1|
|Veloz Notary And Tax Services||El Paso, TX||Jan 2009 - Apr 2009||< 1|
|State Farm||El Paso, TX||Jul 2008 - Jan 2009||< 1|
|Veloz Notary And Tax Services||El Paso, TX||Jan 2008 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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