JL
Jeffrey Lee Bernier
CRD 2224696
Firms
| Firm | Role | As of |
|---|---|---|
| J.M. Forbes & Co. Llp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
J.M. Forbes & Co. Llp
Partner / Chief Operating Officer · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗