Bernard T. Blais
Professional summary
Bernard Toni Blais, who also goes by Bernard Blais, is a registered financial advisor currently at JACOBS LEVY EQUITY MANAGEMENT located in Florham Park, New Jersey.
Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bernard has worked at 2 firms and has passed the Series 63, Series 65, Series 7, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Toni Blais's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2005 - Present
JACOBS LEVY EQUITY MANAGEMENT
Office #1: 100 Campus Drive P.o. Box 650, Florham Park, NJ 07932-0650October 15, 2001 - May 2, 2003
SEI INVESTMENTS DISTRIBUTION CO.
Primary Firm SEC Registration
JACOBS LEVY EQUITY MANAGEMENT
CRD#: 107022 / SEC#: 801-28257
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2005)
Exams
Series 2
Date: 11/14/1994
Non-Member General Securities ExaminationCurrent Firm
JACOBS LEVY EQUITY MANAGEMENT
CRD#: 107022 / SEC#: 801-28257
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 31,267,294,087 |
Red Flags
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