Bernard Lyle Wheeler

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2014 → 12/2018
  Brendan E. Cryan And Company Llc
  New York, NY
• 02/2019 → 10/2020
  Unemployed
  Cedar Grove, NJ
• 05/2014 → 01/2019
  Brenda E. Cryan
  New York, NY
• 11/2020 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2020 → Present
  Jpmorgan Chase Bank N.A.
  New York, NY

Other Businesses

Entity Name: BK Homes Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential Investment Property

Exams

• S66 Uniform Combined State Law Examination
  2020-12-23
• S65 Uniform Investment Adviser Law Examination
  2020-07-06
• S63 Uniform Securities Agent State Law Examination
  2002-05-29