Ariel De Jesus Bernard

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-09
TN	RA	APPROVED	2026-03-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Gallatin	TN	05/2020	Present
Advance Financial	Nashville	TN	11/2019	05/2020
Thomas And Company	Nashville	TN	05/2018	10/2019
Papa Johns	Gallatin	TN	02/2015	05/2018
Vol State Community College	Gallatin	TN	08/2015	05/2018
Bank Of America, N.A.	Gallatin	TN	01/2026	Present

05/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gallatin, TN
11/2019 → 05/2020

Advance Financial

Nashville, TN
05/2018 → 10/2019

Thomas And Company

Nashville, TN
02/2015 → 05/2018

Papa Johns

Gallatin, TN
08/2015 → 05/2018

Vol State Community College

Gallatin, TN
01/2026 → Present

Bank Of America, N.A.

Gallatin, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-06

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