Stephen Bernhardt, Cima®
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Stephen Bernhardt, Cima® Email & Phone Number

Vice President, Client Advisor, J.P. Morgan Asset Management at J.P. Morgan Asset Management
Location: Grand Rapids Metropolitan Area, United States, United States 3 work roles 1 school
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@jpmorgan.com
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Current company
J.P. Morgan Asset Management
Role
Vice President, Client Advisor, J.P. Morgan Asset Management
Location
Grand Rapids Metropolitan Area, United States, United States
Company size
4066 employees

Who is Stephen Bernhardt, Cima®? Overview

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Quick answer

Stephen Bernhardt, Cima® is listed as Vice President, Client Advisor, J.P. Morgan Asset Management at J.P. Morgan Asset Management, a company with 4066 employees, based in Grand Rapids Metropolitan Area, United States, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Stephen Bernhardt, Cima®.

Stephen Bernhardt, Cima® previously worked as Vice President, Client Advisor at J.P. Morgan Asset Management and Associate, Internal Client Advisor at J.P. Morgan Asset Management. Stephen Bernhardt, Cima® holds Bs, Finance from University Of Dayton.

Company email context

Email format at J.P. Morgan Asset Management

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*@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Stephen Bernhardt, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Stephen Bernhardt, Cima®

Focus on providing consultative support for advisors, by:-Arming advisors with intellectual capital to enhance client interactions-Helping advisors build better portfolios through J.P. Morgan Funds’ holistic approach to asset management -Delivering specialized training for advisors on the markets-Giving advisors access to our portfolio managers and strategists

Listed skills include Presentation Skills, Internal Client Advisor, Client Advisor, Fiduciary, and 12 others.

Current workplace

Stephen Bernhardt, Cima®'s current company

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J.P. Morgan Asset Management
J.P. Morgan Asset Management
Vice President, Client Advisor, J.P. Morgan Asset Management
new york, new york, united states
Website
jpmorgan.am
Employees
4066
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3 roles

Stephen Bernhardt, Cima® work experience

A career timeline built from the work history available for this profile.

Vice President, Client Advisor

Current
J.P. Morgan Asset Management

Content is intended for institutional/wholesale/professional clients and qualified investors only (not for retail investors) as defined by local laws and regulations. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide (collectively “JPM”).Opinions and comments may not reflect.

Dec 2014 - Present

Associate, Internal Client Advisor

J.P. Morgan Asset Management

Columbus, Ohio Area

Internal Client Advisor at J.P. Morgan Funds, arming advisors with intellectual capital and investment solutions to help them build better portfolios2014 J.P. Morgan Funds ICA Met Club

Aug 2012 - Nov 2014

Associate Financial Advisor

Wells Fargo Advisors
  • Client Acquisition & Management
  • Attracted and retained assets from new and current clientele totaling $20-25 million
  • Assisted in management and growth of a book of business to $70-$100 million in assets under management
  • Built and actively contacted a prospect pipeline of over $100 million in assets
  • Led initiative in converting client base from Wells Fargo Advisors to Wells Fargo Advisors Financial Network with over 90% success rate
  • Served as key liaison in community for the… Show more Client Acquisition & Management
May 2000 - Jul 2012
Team & coworkers

Colleagues at J.P. Morgan Asset Management

Other employees you can reach at jpmorgan.am. View company contacts for 4066 employees →

DR Diane Ryan Diane Ryan Colleague at J.P. Morgan Asset Management Overland Park, Kansas, United States, United States View → RP Romil Parmar Romil Parmar Colleague at J.P. Morgan Asset Management Mumbai, Maharashtra, India, India View → CC Chris Cruise, Cima® Chris Cruise, Cima® Colleague at J.P. Morgan Asset Management Atlanta, Georgia, United States, United States View → SK Shahnaz Khatum Shahnaz Khatum Colleague at J.P. Morgan Asset Management Bengaluru, Karnataka, India, India View → MN Mary Nnachi Mary Nnachi Colleague at J.P. Morgan Asset Management London, England, United Kingdom, United Kingdom View → SP Sally Peng Sally Peng Colleague at J.P. Morgan Asset Management Taipei–Keelung Metropolitan Area, Taiwan, Province Of China View → DS David Small David Small Colleague at J.P. Morgan Asset Management New York, New York, United States, United States View → TH Travis Hughes Travis Hughes Colleague at J.P. Morgan Asset Management Toronto, Ontario, Canada, Canada View → ME Mig Estrada Mig Estrada Colleague at J.P. Morgan Asset Management Lawndale, California, United States, United States View → JB Joanne Battersby Joanne Battersby Colleague at J.P. Morgan Asset Management United Kingdom, United Kingdom View →
1 education record

Stephen Bernhardt, Cima® education

FAQ

Frequently asked questions about Stephen Bernhardt, Cima®

Quick answers generated from the profile data available on this page.

What company does Stephen Bernhardt, Cima® work for?

Stephen Bernhardt, Cima® works for J.P. Morgan Asset Management.

What is Stephen Bernhardt, Cima®'s role at J.P. Morgan Asset Management?

Stephen Bernhardt, Cima® is listed as Vice President, Client Advisor, J.P. Morgan Asset Management at J.P. Morgan Asset Management.

What is Stephen Bernhardt, Cima®'s email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Stephen Bernhardt, Cima® at J.P. Morgan Asset Management.

Where is Stephen Bernhardt, Cima® based?

Stephen Bernhardt, Cima® is based in Grand Rapids Metropolitan Area, United States, United States while working with J.P. Morgan Asset Management.

What companies has Stephen Bernhardt, Cima® worked for?

Stephen Bernhardt, Cima® has worked for J.P. Morgan Asset Management and Wells Fargo Advisors.

Who are Stephen Bernhardt, Cima®'s colleagues at J.P. Morgan Asset Management?

Stephen Bernhardt, Cima®'s colleagues at J.P. Morgan Asset Management include Diane Ryan, Romil Parmar, Chris Cruise, Cima®, Shahnaz Khatum, and Mary Nnachi.

How can I contact Stephen Bernhardt, Cima®?

You can use AeroLeads to view verified contact signals for Stephen Bernhardt, Cima® at J.P. Morgan Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Stephen Bernhardt, Cima® attend?

Stephen Bernhardt, Cima® holds Bs, Finance from University Of Dayton.

What skills is Stephen Bernhardt, Cima® known for?

Stephen Bernhardt, Cima® is listed with skills including Presentation Skills, Internal Client Advisor, Client Advisor, Fiduciary, Etfs, Economic Knowledge, Relationship Management, and Competitive Knowledge.

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