Michael Leonard Bernard
Investment adviser representative at Bernard & Johnson Family Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$113.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bernard & Johnson Family Wealth ManagementJun 2016 to now
- Bernard & Johnson, LLCJun 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bernard & Johnson Family Wealth Management
Legal name: Bernard & Johnson, LLC
$113.1MAssets managed
89Clients
2Advisers
1 yearIn 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
- 2410469
- Firm CRD
- 283871