Jeffrey David Irish
Investment adviser representative at Bernardi Asset Management, LLC
34 yearsExperience
1 stateRegistered in
$331MFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Bernardi Asset Management, LLCAug 2007 to now
- Bernardi Securities, Inc.Mar 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bernardi Asset Management, LLC
$331MAssets managed
69Clients
12Advisers
18 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
- 2228055
- Firm CRD
- 120110