Bernard Wheeler
Bernard Wheeler is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 20 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
390 Madison Ave, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Financial
December 2018Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Brendan E. Cryan and Company, L.L.C.Broker
Getco Securities, LLCBroker
Knight Capital Americas LLCBroker
Knight Capital Americas, L.P.Broker
Kellogg Capital Markets, LLCBroker
Kellogg Capital Group LLCBroker
E*trade Professional Trading, LLCBroker
A.B. Watley, INC.Broker
Ladenburg Capital Management INC.Broker
Preferredtrade, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.