MB
Michael L. Bernard
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
Pasadena, CA 91101
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CRD#: 2410469
MB
Professional summary
Michael Leonard Bernard, CFP® is a registered financial advisor currently at BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT located in Pasadena, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Divorce Planning
Elder Care
Investment Planning
Retirement Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. SELF-EMPLOYED FREELANCE MUSICIAN; NOT INVESTMENT RELATED; BURBANK, CA; MUSIC PERFORMANCE; START DATE 1/1/1993; 20 HRS MNTH; 0 HRS DRNG TRDNG; DUTIES PLAY IN SEVERAL ORCHESTRAS AND CHAMBER MUSIC GROUPS. 2. VICE PRESIDENT; NON INV RELATED; CHATSWORTH, CA; CITY OF ANGELS PERFORMING ARTS ASSOCIATION; START: 01/02/24; 10 HRS/MO; 0 DURING TRADING; DUTIES: ASSIST ASSOCIATION'S BOARD WITH GOVERNANCE AND FUNDRAISING. 3. COMMITTEE CHAIR AND CO-CHAIR; NON INV RELATED; PASADENA, CA; ROTARY CLUB OF PASADENA; START: 11/29/23; 10 HRS/MO; 10 DURING TRADING (MEETINGS OCCUR DURING TRADING HOURS, WHILE COMMITTEE WORK GENERALLY OCCURS OUTSIDE OF TRADING HOURS); DUTIES: FACILITATE GOVERNANCE AND ACTIVITIES OF THE DAN STOVER INSTRUMENTAL MUSIC CONTEST COMMITTEE AND TEACHER OF EXCELLENCE COMMITTEE. 4. MEMBER; NON INV RELATED; MOROVIA, CA; FIDUCIARY ROUNDTABLE OF THE SAN GABRIEL VALLEY; START: 03/08/23; 3 HRS/MO; 3 DURING TRADING; DUTIES: ATTEND MONTHLY NETWORKING EVENTS. 5. PROVISIONAL MEMBER; NON INV RELATED; PASADENA, CA; PASADENA SHOWCASE HOUSE FOR THE ARTS; START: 7/1/25; 10 HRS/MO; CHARITABLE ORGANIZATION RAISING FUNDS FOR PERFORMING ARTS ORGANIZATIONS AND SCHOLARSHIPS.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Leonard Bernard'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: 2006
Experience
Current
June 30, 2016 - Present
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
Office #1: 201 S. Lake Avenue Suite 502, Pasadena, CA 91101RIA
CRD#: 283871
Pasadena, CA
Past
March 13, 2009 - July 5, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
PASADENA, CA
Past
March 13, 2009 - July 5, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
PASADENA, CA
Past
June 27, 2000 - March 16, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PASADENA, CA
Past
May 19, 2000 - March 16, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PASADENA, CA
Past
November 16, 1993 - May 31, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
B&
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT | BJW ADVISORS | BERNARD & JOHNSON, LLC
CRD#: 283871 / SEC#: 801-134382
RIA
Registered Investment Advisory firm - (9/19/2025 Approved)California
Registered Investment Advisory firm - (10/23/2025 Termination Requested)Oregon
Registered Investment Advisory firm - (10/28/2025 Terminated)Texas
Registered Investment Advisory firm - (10/23/2025 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
California(6/30/2016)
IAR
Oregon(6/5/2019)
IAR
Texas(6/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
B&
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT | BJW ADVISORS | BERNARD & JOHNSON, LLC
CRD#: 283871 / SEC#: 801-134382
RIA
Registered Investment Advisory firm - (9/19/2025 Approved)California
Registered Investment Advisory firm - (10/23/2025 Termination Requested)Oregon
Registered Investment Advisory firm - (10/28/2025 Terminated)Texas
Registered Investment Advisory firm - (10/23/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 S. Lake Avenue Suite 502, Pasadena, CA 91101
Mailing Address
Phone number
(626) 405-2920
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 217 |
| AUM (Assets Under Management) | $ 105,520,982 |
Red Flags
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Company Information
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
CRD#: 283871Pasadena, CA 91101TRUST BUT VERIFY
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Contact information
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