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Bernard Toni Blais

Jacobs Levy Equity Management

Florham Park, NJ

CRD 2563755

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Employer firm

Jacobs Levy Equity Management CRD 107022

$28.0B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Jacobs Levy Equity Management

100 Campus Drive 4Th Floor East, Florham Park, NJ 07932-0650 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

100 Campus Drive Po Box 650, Florham Park, NJ 07932-0650 • 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
Jacobs Levy Equity Management Florham Park NJ 01/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-09-25
S65 Uniform Investment Adviser Law Examination 1994-11-08
  • S63 Uniform Securities Agent State Law Examination
    2001-09-25
  • S65 Uniform Investment Adviser Law Examination
    1994-11-08
Designations
  • Chartered Financial Analyst
Other Names
  • Bernard Blais

View on SEC IAPD

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