Bernard Toni Blais
Investment adviser representative at Jacobs Levy Equity Management
21 yearsExperience
1 stateRegistered in
CFADesignation
$28BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Jacobs Levy Equity ManagementJan 2005 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Jacobs Levy Equity Management
Legal name: Jacobs Levy Equity Management Inc
$28BAssets managed
75Clients
5Advisers
39 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
- 2563755
- Firm CRD
- 107022