Joseph Louis Bernheimer

Employer firm

Snowden Capital Advisors LLC CRD 157299

$8.87B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/1993 → Present
  Joseph L. Bernheimer, Cfp
  Metuchen, NJ
• 01/2002 → Present
  Jnde, Llc
  Metuchen, NJ
• 10/2005 → Present
  Independent Insurance Agent
  Metuchen, NJ
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Metuchen, NJ
• 09/2023 → 11/2025
  Osaic Wealth, Inc.
  Metuchen, NJ
• 11/2025 → Present
  Snowden Lane Partners
  Metuchen, NJ

Previous Registrations

• 2023-09-01 → 2025-11-18
  Osaic Wealth, Inc.
  Metuchen, NJ
• 2007-11-06 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Metuchen, NJ
• 2006-07-13 → 2007-11-12
  Common Interests, Inc
  Metuchen, NJ
• 2002-03-22 → 2007-11-02
  Raymond James Financial Services, Inc.
  Metuchen, NJ
  Metuchen, NJ

Other Businesses

1. JOSEPH L. BERNHEIMER, CFP, YES, 61 PEARL ST. METUCHEN, NJ 08840, OWNER, 03/01/1994, 20 HRS/MO, 2 HRS DT, INSURANCE SALES. 2. JNDE, LLC., YES, 61 PEARL ST. METUCHEN NJ 08840, MANAGING PARTNER, 1/15/2002, 10 HRS/MO, 1 HR DT, OWN REAL ESTATE/PROPERTY MANAGEMENT. 3. JOSEPH L. BERNHEIMER, NO, 61 PEARL ST. METUCHEN NJ 08840, OWNER, 10/22/2008, 2 HRS/MO, NONE DT, GIVE OPINION ON PRODUCTS AND SERVICES. 4. JOSEPH L. BERNHEIMER NOTARY, NO, 61 PEARL ST. METUCHEN NJ 08840, NOTARY, 1/1/2004, 1 HR/MO, NONE DT, NOTARY PUBLIC 5. ERIEL APT, LLC POSITION: Sole Member NATURE: Rental property Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 61 Pearl St., Metuchen NJ 08840, United States DESCRIPTION: Ownership of rental property 6) Agent; POA on son's Pershing accounts while his son is in Europe for an extended period of time; His son is a client of the firm and this is investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant