Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bernecker is an investment advisor representative for J.P. Morgan Securities LLC. Joseph is a Certified Financial Planner™ professional and has been in the industry since 2002. Joseph is licensed to provide financial services in 53 states and the District of Columbia. Joseph has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BMO Harris Financial Advisors, Inc., and UBS PaineWebber Inc.
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
1
2
TX
03/31/2022 - Present
J.p. Morgan Securities LLC (Prosper TX)
TX
08/05/2019 - 03/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
AZ
08/30/2018 - 06/04/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (CHANDLER AZ)
AZ
05/06/2013 - 08/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
08/01/2012 - 04/16/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/16/2003 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (SCOTTSDALE AZ)
IL
01/07/2003 - 10/09/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
09/21/2001 - 10/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
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
Not sure Joseph Bernecker is the right advisor for you? Invested Better is here to help.
