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Jeffrey Emmanuel Bernardo

Augustine Asset Management Inc

Jacksonville, FL

CRD 2402915

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Employer firm

Augustine Asset Management Inc CRD 105801

$783M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Augustine Asset Management Inc

1551 Atlantic Blvd Suite 301, Jacksonville, FL 32207-3369 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-09
FL RA APPROVED 2005-06-29
  • TX RA
    APPROVED
    Since 2024-04-09
  • FL RA
    APPROVED
    Since 2005-06-29

Branch Locations

1551 Atlantic Blvd Suite 301, Jacksonville, FL 32207-3369 • 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
Augustine Asset Management, Inc. Jacksonville FL 03/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-04-05
  • S63 Uniform Securities Agent State Law Examination
    1995-04-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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