JB
JB

Jean-Baptiste Bernard

12 Years of Experience
New York, NY
Broker

Jean-Baptiste Bernard is a registered investment advisor at Morgan Stanley, based in New York, NY, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 East 52nd Street, 28th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jean-Baptiste is the sole proprietor/owner of TeraKind, LLC, an investment-related business. He spends minimal time on administrative tasks for this business after hours.

Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2013 - November 2020 · 7 yrs 1 mo
State Registrations42 states
AKALAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.