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Bernard Toni Blais

Jacobs Levy Equity Management

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About Bernard Toni Blais

Bernard Blais is an investment advisor representative with Jacobs Levy Equity Management. Bernard is registered with the state of New Jersey. Bernard has been in the industry since 2001 and has a series 7, 24, 63 and 65. Bernard is also a Chartered Financial Analyst. Bernard's previous experience includes SEI INVESTMENTS DISTRIBUTION CO.

Firm Information

Bernard Blais is currently registered with Jacobs Levy Equity Management. Jacobs Levy Equity Management is an investment firm headquartered in FLORHAM PARK, NJ. They manage over $22.88 billion in assets for clients including investment companies, pooled investment vehicles, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The firm provides portfolio management services for businesses, investment companies, and pooled investment vehicles. They are registered with the SEC under number 801-28257.
Jacobs Levy Equity Management

100 CAMPUS DRIVE

FLORHAM PARK, NJ 07932-0650

$22.88B

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bernard Blais’s Registration & Firm History

NJ

01/25/2005 - Present

Jacobs Levy Equity Management (FLORHAM PARK NJ)

PA

10/15/2001 - 05/02/2003

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

BC

Issued 09/25/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/08/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/12/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/14/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernard Toni Blais.
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