Jorge Bernal Location
United States
Jorge Bernal Work
- 2025 - now Board Member @ EP Wealth Advisors
- 2024 - now Chief Operating Officer @ EP Wealth Advisors
- 2022 - 2024 Chief Operating Officer and Head of Wealth Management @ SageView Advisory Group
- 2021 - 2022 Managing Director and co Head of Advisor Services @ Goldman Sachs Personal Financial Management
- 2019 - 2021 Managing Director and COO @ Goldman Sachs Personal Financial Management
- 2016 - 2019 Chief Operating Officer @ United Capital Financial Advisors, LLC
- 2008 - 2016 Senior Vice President @ Fidelity Investments
- 2003 - 2008 Managing Director @ JPMorgan Chase & Co.
- 2000 - 2003 Vice President @ Citi
- 1997 - 2000 Operations Manager @ Deluxe
Jorge Bernal Education
- High Point University
Bachelor of Science (Business Administration, International Business)
Jorge Bernal Skills
- Series 7
- Series 24
- series 63
- Executive Management
- Wealth Management
- Brokerage Operations
- Financial Services
- Financial Advisory
- Risk Management
- Investments
Jorge Bernal Summary
Jorge Bernal, based in United States, is currently a Chief Operating Officer at EP Wealth Advisors. Jorge Bernal brings experience from previous roles at EP Wealth Advisors, SageView Advisory Group and Goldman Sachs Personal Financial Management. Jorge Bernal holds a Bachelor of Science in Business Administration, International Business @ High Point University. With a robust skill set that includes Series 7, Series 24, series 63, Executive Management, Wealth Management and more. Jorge Bernal has 2 emails and 2 mobile phone numbers on RocketReach.
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Torrance, CA, US23 -
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