Jeffrey Emmanuel Bernardo
Investment adviser representative at Augustine Asset Management Inc
21 yearsExperience
2 statesRegistered in
CFADesignation
$783.3MFirm assets
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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
21 years in the industry.
- Augustine Asset Management, Inc.Mar 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Augustine Asset Management Inc
$783.3MAssets managed
72Clients
4Advisers
41 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
- 2402915
- Firm CRD
- 105801