Manuel Bernardez 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 PLANNERTM 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 nearly 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 and his wife, Janet, 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. Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.