Darren Bernard
Darren Bernard is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Scottsdale, AZ, with 19 years of industry experience. Darren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B 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 | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
6155 N Scottsdale Rd, Floor 1, Scottsdale, AZ, 85250
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2026Criminal
September 1989Other Business Activities
Darren is a scuba instructor and owner of Down Below, LLC since 2020, dedicating a few hours per week to scuba training. This activity is not investment-related.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations34 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.
Exams
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