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Jeanne Foraste Bernardin

Modera Wealth Management, LLC

Boston, MA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-09-22
  • MA RA
    APPROVED
    Since 2021-09-22

Branch Locations

535 Boylston Street Suite 300, Boston, MA 02116 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meridian Financial Advisors Holliston MA 02/2015 08/2021
Modera Wealth Management, Llc Westwood NJ 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-03
S63 Uniform Securities Agent State Law Examination 2009-09-03
  • S66 Uniform Combined State Law Examination
    2012-10-03
  • S63 Uniform Securities Agent State Law Examination
    2009-09-03
Designations
Other Names
  • Jeanne Marie Foraste
  • Jeanne F Bernardin

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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