Jeffrey Lee Bernier
Investment adviser representative at J.M. Forbes & Co. LLP
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
66 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- J.M. Forbes & Co. LLPJan 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
J.M. Forbes & Co. LLP
$1.7BAssets managed
1,076Clients
8Advisers
66 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2224696
- Firm CRD
- 107422