
Manuel A. BernárdezManuel A. Bernárdez, CFP®, AIF®Vice PresidentWealth Advisor
About Manuel
Manuel Bernárdez is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Manny works closely with highly successful individuals and institutions, including family offices, foundations, endowments and nonprofits. He draws from his skill set to meet the sophisticated needs of his clients across both sides of the balance sheet.
As a CERTIFIED FINANCIAL PLANNER® professional and holder of the Accredited Investment Fiduciary® designation, Manny brings a rigorous approach to designing short- and long-term strategies that help enhance the value of potential outcomes. His core strengths include delivering financial analysis, asset allocation and portfolio management for the group.
Manny brings the same tenacity to the business as he does on the tennis court his childhood sport and passion—where he was a member of the Junior National Team for the Dominican Republic. Known for his reliable and trustworthy nature, he has built client relationships across the U.S. and Latin America.
Over a decade in wealth management, Manny has established himself as a seasoned Advisor with a deep background in the capital markets. He began at Raymond James and rose to a Financial Advisor role before joining J.P. Morgan in 2022.
Manny earned a B.S.B.A. in Marketing Management from the University of West Florida. While still in school, he served as a Tennis Instructor at The Tennis Academy at Harvard. He holds Life, Health & Variable Annuity licenses in the state of Florida.
Manny, his wife, Janet, and their son, Leo, live in Brickell with their doggy, Benji. He enjoys spending time with family, traveling and continues to play tennis.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now