Kemar Bernard
Advisor at J.P. Morgan Securities — Locust Grove, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
10 years
Location
Locust Grove, GA 30248
J.P. Morgan Securities
Institution
Kemar Bernard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory business operates within the broader J.P. Morgan organization and primarily offers non-discretionary services through a select group of Wealth Advisors.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
Locust Grove, GA
4971 Bill Gardner Pkwy
Locust Grove GA 30248
Advisors at this office
1
Georgia · Texas
10 years of industry experience
J.P. Morgan Securities
2023 - Present • 3 years
Conyers, GA
JPMorgan Chase Bank, N.A.
2023 - Present • 3 years
Conyers, GA
Fidelity brokerage services LLC
2021 - 2022 • 1 year
Salt Lake City, UT
Fidelity Personal and Workplace Advisors
2021 - 2022 • 1 year
Salt Lake City, UT
Fidelity Investments
2021 - 2022 • 1 year
Salt Lake City, UT
Unemployed
2021 - 2021 • 1 year
Covington, GA
Merrill
2018 - 2020 • 2 years
Conyers, GA
Bank of America, N.A.
2018 - 2020 • 2 years
Conyers, GA
Wells Fargo Clearing
2016 - 2018 • 2 years
Decatur, GA
Wells Fargo Advisors, LLC.
2013 - 2018 • 5 years
Decatur, FL
Wells Fargo Bank Na
2013 - 2018 • 5 years
Decatur, GA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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