Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bernhard is a financial professional with over 30 years of experience in the financial services industry. Jason has held various roles at prominent financial institutions such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., and Lazard Middle Market LLC. Currently, Jason is affiliated with Lazard Freres & Co. LLC, a leading global financial advisory and asset management firm. Jason's expertise and experience make him a valuable resource for clients seeking financial guidance and investment solutions.
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.
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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NY
07/11/1997 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
MN
11/26/2019 - 01/13/2023
LAZARD MIDDLE MARKET LLC (MINNEAPOLIS MN)
NY
12/23/1994 - 06/17/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
08/09/1993 - 03/31/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/24/1989 - 08/29/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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