Alicia Jade Berniard

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 06/2019 → Present
  Edward Jones
  St Louis, MO
• 05/2018 → 05/2019
  Challenged Athletes Foundation
  San Diego, CA
• 09/2017 → 05/2018
  National University
  San Diego, CA
• 11/2016 → 08/2017
  Aesthetic Eyecare Institute
  Newport Beach, CA
• 08/2015 → 11/2016
  Prosport Physical Therapy
  Newport Mesa, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-17

Designations

• Certified Financial Planner