Jon J. Bernier
TANDEMGROWTH FINANCIAL ADVISORS
Alpharetta, GA 30022
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CRD#: 1540739
Professional summary
Jon Jeffrey Bernier, CFP®, who also goes by Jeff Bernier, is a registered financial advisor currently at TANDEMGROWTH FINANCIAL ADVISORS, LLC located in Alpharetta, Georgia.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jon has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Biography
YOUR UNIQUE JOURNEY
Life is a journey. Where are you headed?
Are you nearing retirement age and looking to get the most out of life without financial stress?
Now that you are reaching this pivotal phase, you may be experiencing some uncertainty. Have you saved enough? Will it last as long as you need it to? What changes should you make before retirement?
As you age, financial demands evolve. We can help you structure your spending and saving in order to support your retirement timeline and future goals, no matter what they may be. With a clear road map and expert advisors that help you adapt to your current situation, you will feel confident about the future that is just around the corner.
Are you planning for a future that seems pretty far down the road?
Financial demands can seem to come from every direction at this stage of life, and planning for long-term goals may seem like too much to ask. You may be comfortably supporting your lifestyle, but are you saving enough to keep it in the future?
Balancing your finances for the highest quality of life both now and later can be overwhelming. We can show you how your current financial decisions will affect your lifestyle in the long-term. With smart decisions and a straightforward plan, you will be able to navigate the “now” and have clarity and confidence in the future.
No matter what stage of the journey you are in, TandemGrowth can provide a path forward. Together, we will create a customized financial map to help you optimize your resources and achieve your goals. With a caring advisor to provide a clear and unbiased picture of how choices can affect your future, you will be prepared every step of the way.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Comprehensive Financial Planni...
Social Security Planning
Tax Planning
Life Transitions
Investment Planning
Retirement Income Management
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jeff Bernier
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Jeffrey Bernier's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
March 28, 2003 - Present
TANDEMGROWTH FINANCIAL ADVISORS, LLC
Office #1: 3820 Mansell Road Suite T30, Alpharetta, GA 30022RIA
CRD#: 125490
Alpharetta, GA
Past
March 17, 2003 - December 31, 2004
TRIAD ADVISORS LLC
BD
CRD#: 25803
ATLANTA, GA
Past
March 10, 2003 - March 26, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
ATLANTA, GA
Past
August 14, 1986 - March 20, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TANDEMGROWTH FINANCIAL ADVISORS, LLC
TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD#: 125490 / SEC#: 801-79425
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)Florida
Registered Investment Advisory firm - (5/21/2014 Terminated)Georgia
Registered Investment Advisory firm - (5/21/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(3/28/2003)
IAR
Texas(10/29/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TANDEMGROWTH FINANCIAL ADVISORS, LLC
TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD#: 125490 / SEC#: 801-79425
RIA
Registered Investment Advisory firm - (4/9/2014 Approved)Florida
Registered Investment Advisory firm - (5/21/2014 Terminated)Georgia
Registered Investment Advisory firm - (5/21/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3820 Mansell Road Suite T30, Alpharetta, GA 30022
Mailing Address
Phone number
(770) 641-6360
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 672 |
| AUM (Assets Under Management) | $ 258,055,730 |
Red Flags
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Company Information
TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD#: 125490Alpharetta, GA 30022TRUST BUT VERIFY
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Contact information
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