Jennifer Michelle Bernard

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Baton Rouge, LA

Previous Registrations

• 2004-07-28 → 2013-02-13
  Morgan Keegan & Company, Llc
  Baton Rouge, LA
  Baton Rouge, LA
• 2002-11-01 → 2003-01-16
  Union Planters Investment Advisors, Inc.
  Baton Rouge, LA
• 2001-08-30 → 2002-08-15
  Morgan Stanley Dw Inc.
  Pensacola, FL

Other Businesses

(1)Name of Business: Willow Lake East, LLC Address: 18630 Andrew Jackson Avenue, Prairieville, LA, 70769, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/23/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have no day to day responsibilities in managing the properly and am just 50% owner.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-26

Other Names

• Jenny Crafford
• Jennifer M. Crafford
• Jennifer Michelle Crafford
• Jennifer M. Bernard