Bernardo WaincierBernardo WaincierClient Associate
About Bernardo
Bernardo Waincier is a Client Associate at J.P. Morgan Wealth Management.
As a member of The M2 Group, Bernardo plays an integral role in serving the team's clients, working to communicate information and addressing all needs and requests. He provides day-to-day administrative support and guidance that he believes every client needs and deserves. He has found they appreciate the detail-oriented, responsive and proactive way he goes about his daily duties such as account openings, transfers, account maintenance, disbursement requests and other operational functions.
With over four years of experience in financial services, Bernardo began his career in 2019 at Raymond James & Associates as an Intern. He then moved up to the Client Associate role with The Revilla Bernárdez Group. He joined J.P. Morgan with his team in 2022.
Bernardo graduated magna cum laude from St. Thomas University with a B.B.A. in Finance. He currently holds the FINRA Series SIE, 7 and 66 securities licenses.
In his free time, Bernardo enjoys reading and traveling.
Insights
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Make philanthropy a family affair
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Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowRetirement
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October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
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