Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Lyle Wheeler is a registered investment advisor representative with J.p. Morgan Securities LLC. Bernard has over 19 years of experience in the financial services industry. Bernard has been with J.p. Morgan Securities since November 2020. Prior to that, Bernard was with Brenda E. Cryan and Company, L.L.C. from May 2014 to February 2019. Bernard Lyle Wheeler is licensed to provide investment advice in New Jersey and New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/07/2014 - 01/02/2019
BRENDAN E. CRYAN AND COMPANY, L.L.C. (NEW YORK CITY NY)
NY
07/02/2012 - 10/31/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
IL
08/06/2012 - 08/10/2012
GETCO SECURITIES, LLC (CHICAGO IL)
NJ
12/20/2010 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NY
12/01/2008 - 01/03/2011
KELLOGG CAPITAL MARKETS, LLC (NEW YORK NY)
NY
04/07/2004 - 12/01/2008
KELLOGG CAPITAL GROUP LLC (NEW YORK NY)
NY
12/03/2003 - 01/22/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NY
03/28/2003 - 10/03/2003
A.B. WATLEY, INC. (NEW YORK NY)
NY
05/16/2002 - 10/28/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
CA
11/15/2000 - 02/28/2001
PREFERREDTRADE, INC. (SAN FRANCISCO CA)
BOTH
Issued 12/23/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/24/2009
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 03/12/2009
Series 25 - NYSE Trading Assistant Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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