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Julia M. Bernier

Ares Management Capital Markets LLC

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About Julia M. Bernier

Julia Bernier is a financial professional with over eight years of experience in the industry. Julia is currently registered with Ares Management Capital Markets LLC. Previously, Julia was registered with J.P. Morgan Institutional Investments Inc. Julia holds Series 3, 7, and 63 licenses. Julia is registered with the state of New York and 50 other states.

Firm Information

Julia Bernier is currently registered with Ares Management Capital Markets LLC. Ares Management Capital Markets LLC is a Limited Liability Company formed in January 2012. They are registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

91

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.

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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Julia Bernier’s Registration & Firm History

NY

03/27/2023 - Present

Ares Management Capital Markets LLC (NEW YORK NY)

NY

04/16/2015 - 02/25/2023

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)

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Licenses & Designations

BC

Issued 05/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2020

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia M. Bernier.
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