J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
19yrs
Based in Los Angeles, California, Steven Bernstein is a fiduciary financial advisor with 19 years of industry experience. Steven has been with LPL Financial since 2018; before that, Steven spent four years at J.P. Morgan Securities and two years at MSI Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 61% of advisors in Los Angeles
Office1800 Century Park E Suite 210, Los Angeles, CA 90067
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2013 – 2018J.P. Morgan Securities LLCPreviously
- 2011 – 2013MSI Financial Services, Inc.Previously
Contact Steven
1800 Century Park E Suite 210Los Angeles, CA 90067Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call LPL Financial at (704) 733-3300 and ask for Steven Bernstein. Steven works from the Los Angeles, CA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2007, about 19 years. More experience than 61% of advisors in Los Angeles.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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