J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
9yrs
Bernardo Ramirez
Financial advisor at J.P. Morgan Securities
Bernardo Ramirez is a fiduciary financial advisor in Miami, Florida, with 9 years in the industry. Bernardo joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office1450 Brickell Ave Floor 33, Miami, FL 33131
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Bernardo
Tailored to Bernardo’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Bernardo
How do I contact Bernardo?
Call Bernardo’s local office at (305) 579-9418 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Bernardo Ramirez.
How long has Bernardo been a financial advisor?
Bernardo has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Bernardo hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bernardo a fiduciary?
Bernardo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bernardo paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Bernardo 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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